&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 Q2	$2.16M	Buy	70,107 +4,806	+7%	+$143K	0.01%	980
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 $3.48B 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

&Partners's ETO Position: Q2 2026 in Review

&Partners increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 7.4% in Q2 2026, buying an estimated $143K and bringing the position to 70,107 shares worth $2.16M. 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 5 quarters since. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

&Partners held 70,107 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $2.16M as of Q2 2026.
&Partners bought 4,806 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $143K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of &Partners's portfolio in Q2 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 5 quarters since.
74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.