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 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 $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors's ETO Position: Q1 2026 in Review

NewEdge Advisors reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 65% in Q1 2026, selling an estimated $256K and leaving 4,626 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

NewEdge Advisors first reported a position in ETO in Q4 2022 and has held it in 14 quarters since. The position peaked at $405K in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

NewEdge Advisors held 4,626 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $123K as of Q1 2026.
NewEdge Advisors sold 8,731 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $256K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2703 holding.
NewEdge Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2022 and has held it in 14 quarters since.
NewEdge Advisors's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $405K in Q4 2025.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.