Principal Securities’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-966	Closed	-$26.6K	–	2008
2025 Q3	$26.6K	Buy	966 +44	+5%	+$1.21K	﹤0.01%	2265
2025 Q2	$25.1K	Hold	922	–	–	﹤0.01%	2210
2025 Q1	$23.3K	Hold	922	–	–	﹤0.01%	2120
2024 Q4	$23.3K	Hold	922	–	–	﹤0.01%	2115
2024 Q3	$24.5K	Hold	922	–	–	﹤0.01%	2022
2024 Q2	$23.5K	Sell	922 -82	-8%	-$2.04K	﹤0.01%	1987
2024 Q1	$25.1K	Hold	1,004	–	–	﹤0.01%	1900
2023 Q4	$23.7K	Buy	+1,004	New	+$22.1K	﹤0.01%	1837

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

AAM

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

FHA

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

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

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

SFS

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

Principal Securities's ETO Position: Q4 2025 in Review

Principal Securities sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q4 2025, closing a stake of 966 shares — an estimated $26.6K sold.

Principal Securities first reported a position in ETO in Q4 2023 and held it in 8 quarters. The position peaked at $26.6K in Q3 2025. 70 funds tracked by Wall St. Rank hold ETO as of Q4 2025.

Principal Securities reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 966 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q4 2025, an estimated $26.6K.
Principal Securities first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $26.6K in Q3 2025.
70 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.