P
ETO

&Partners’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

&Partners’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 		$1.74M Buy
65,301
+4,551
+7% +$133K 0.01% 980
2025
Q4 		$1.84M Buy
60,750
+36,485
+150% +$1.04M 0.01% 912
2025
Q3 		$669K Buy
24,265
+2,709
+13% +$74.2K ﹤0.01% 1288
2025
Q2 		$586K Buy
+21,556
New +$542K ﹤0.01% 1272

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners's ETO Position: Q1 2026 in Review

&Partners increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 7.5% in Q1 2026, buying an estimated $133K and bringing the position to 65,301 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #980.

&Partners first reported a position in ETO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.84M in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • &Partners held 65,301 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $1.74M as of Q1 2026.
  • &Partners bought 4,551 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $133K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of &Partners's portfolio in Q1 2026, its #980 holding.
  • &Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $1.84M 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.