NewEdge Advisors’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

NewEdge Advisors’s Portfolio ETO Stock Details ETO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$143K	Hold	4,626	–	–	﹤0.01%	2854
2026 Q1	$123K	Sell	4,626 -8,731	-65%	-$256K	﹤0.01%	2703
2025 Q4	$405K	Buy	13,357 +373	+3%	+$10.6K	﹤0.01%	2120
2025 Q3	$358K	Buy	12,984 +330	+3%	+$9.04K	﹤0.01%	2052
2025 Q2	$344K	Sell	12,654 -520	-4%	-$13.1K	﹤0.01%	1934
2025 Q1	$324K	Sell	13,174 -1	-0%	-$26	﹤0.01%	1846
2024 Q4	$333K	Sell	13,175 -163	-1%	-$4.23K	﹤0.01%	1826
2024 Q3	$354K	Buy	13,338 +167	+1%	+$4.28K	﹤0.01%	1696
2024 Q2	$336K	Buy	13,171 +9,128	+226%	+$227K	﹤0.01%	1655
2024 Q1	$101K	Hold	4,043	–	–	﹤0.01%	2063
2023 Q4	$95.6K	Sell	4,043 -21	-0.5%	-$461	﹤0.01%	1964
2023 Q3	$86.8K	Hold	4,064	–	–	﹤0.01%	1889
2023 Q2	$93.3K	Buy	4,064 +4	+0.1%	+$89	﹤0.01%	1870
2023 Q1	$90.3K	Buy	4,060 +333	+9%	+$7.35K	﹤0.01%	1777
2022 Q4	$78	Buy	+3,727	New	+$79.9K	﹤0.01%	3403

Other funds holding ETO

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $295M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors's ETO Position: Q2 2026 in Review

NewEdge Advisors held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q2 2026 at 4,626 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

NewEdge Advisors first reported a position in ETO in Q4 2022 and has held it in 15 quarters since. The position peaked at $405K in Q4 2025. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

NewEdge Advisors held 4,626 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $143K as of Q2 2026.
NewEdge Advisors left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2854 holding.
NewEdge Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $405K in Q4 2025.
74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.