NWF Advisory Services’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

NWF Advisory Services’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	–	Sell	-7,466	Closed	-$227K	–	421
2025 Q4	$227K	Sell	7,466 -252	-3%	-$7.17K	0.03%	336
2025 Q3	$213K	Sell	7,718 -45	-0.6%	-$1.23K	0.02%	365
2025 Q2	$211K	Buy	+7,763	New	+$195K	0.03%	372
2024 Q4	–	Sell	-8,163	Closed	-$217K	–	319
2024 Q3	$217K	Sell	8,163 -862	-10%	-$22.1K	0.03%	293
2024 Q2	$230K	Sell	9,025 -84	-0.9%	-$2.09K	0.04%	260
2024 Q1	$228K	Buy	9,109 +84	+0.9%	+$2.04K	0.04%	262
2023 Q4	$213K	Sell	9,025 -691	-7%	-$15.2K	0.04%	250
2023 Q3	$207K	Sell	9,716 -186	-2%	-$4.23K	0.05%	232
2023 Q2	$227K	Hold	9,902	–	–	0.05%	222
2023 Q1	$227K	Buy	+9,902	New	+$219K	0.05%	221

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

NWF Advisory Services's ETO Position: Q1 2026 in Review

NWF Advisory Services sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2026, closing a stake of 7,466 shares — an estimated $227K sold.

NWF Advisory Services first reported a position in ETO in Q1 2023 and held it in 10 quarters. The position peaked at $230K in Q2 2024. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

NWF Advisory Services reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2026 after selling out during the quarter.
NWF Advisory Services sold 7,466 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $227K.
NWF Advisory Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2023 and held it in 10 quarters.
NWF Advisory Services's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $230K in Q2 2024.
67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.