Shaker Financial Services
ETO icon

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

Shaker Financial 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
Q3 		$2.23M Sell
73,567
-18,581
-20% -$576K 0.74% 52
2026
Q2 		$2.84M Sell
92,148
-58,921
-39% -$1.76M 0.89% 41
2026
Q1 		$4.03M Buy
151,069
+37,059
+33% +$1.08M 1.4% 20
2025
Q4 		$3.46M Buy
114,010
+16,864
+17% +$480K 1.1% 24
2025
Q3 		$2.68M Buy
97,146
+11,098
+13% +$304K 0.92% 38
2025
Q2 		$2.34M Buy
86,048
+44,347
+106% +$1.11M 0.85% 42
2025
Q1 		$1.02M Sell
41,701
-1,249
-3% -$31.9K 0.4% 85
2024
Q4 		$1.08M Buy
42,950
+21,211
+98% +$550K 0.42% 78
2024
Q3 		$577K Sell
21,739
-788
-3% -$20.2K 0.22% 109
2024
Q2 		$574K Buy
22,527
+1,102
+5% +$27.4K 0.23% 107
2024
Q1 		$535K Buy
+21,425
New +$521K 0.21% 107
2023
Q3 		– Sell
-10,000
Closed -$230K – 164
2023
Q2 		$230K Buy
+10,000
New +$223K 0.1% 142
2023
Q1 		– Sell
-45,787
Closed -$959K – 162
2022
Q4 		$959K Buy
45,787
+31,877
+229% +$684K 0.45% 68
2022
Q3 		$282K Sell
13,910
-5,858
-30% -$143K 0.14% 117
2022
Q2 		$437K Buy
+19,768
New +$492K 0.21% 93
2021
Q3 		– Sell
-55,141
Closed -$1.62M – 151
2021
Q2 		$1.62M Buy
+55,141
New +$1.58M 0.6% 63
2020
Q4 		– Sell
-48,825
Closed -$1.02M – 178
2020
Q3 		$1.02M Buy
48,825
+12,472
+34% +$267K 0.54% 63
2020
Q2 		$755K Buy
+36,353
New +$730K 0.42% 77
2019
Q1 		– Sell
-75,186
Closed -$1.41M – 127
2018
Q4 		$1.41M Buy
+75,186
New +$1.63M 0.8% 44
2014
Q4 		– Sell
-47,636
Closed -$1.18M – 143
2014
Q3 		$1.18M Buy
47,636
+7,272
+18% +$185K 0.76% 51
2014
Q2 		$1.05M Sell
40,364
-33,699
-46% -$837K 0.64% 53
2014
Q1 		$1.79M Buy
74,063
+62,336
+532% +$1.5M 1.18% 29
2013
Q4 		$287K Sell
11,727
-17,830
-60% -$425K 0.2% 121
2013
Q3 		$667K Buy
+29,557
New +$679K 0.49% 73

Other funds holding ETO

Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
City of London Investment Management
City of London Investment Management London, United Kingdom $1.47B AUM 36.54% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Silver Oak Securities
Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

Shaker Financial Services's ETO Position: Q3 2026 in Review

Shaker Financial Services reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 20% in Q3 2026, selling an estimated $576K and leaving 73,567 shares worth $2.23M. The position accounts for 0.74% of the portfolio, ranked #52.

Shaker Financial Services first reported a position in ETO in Q3 2013 and has held it in 24 quarters since. The position peaked at $4.03M in Q1 2026. 33 funds tracked by Wall St. Rank hold ETO as of Q3 2026.

  • Shaker Financial Services held 73,567 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $2.23M as of Q3 2026.
  • Shaker Financial Services sold 18,581 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q3 2026, an estimated $576K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.74% of Shaker Financial Services's portfolio in Q3 2026, its #52 holding.
  • Shaker Financial Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2013 and has held it in 24 quarters since.
  • Shaker Financial Services's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $4.03M in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.