SFS
ETO

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
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 -$1.61M – 151
2021
Q2 		$1.61M Buy
+55,141
New +$1.58M 0.6% 63
2020
Q4 		– Sell
-48,825
Closed -$1.01M – 178
2020
Q3 		$1.01M 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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Shaker Financial Services's ETO Position: Q2 2026 in Review

Shaker Financial Services reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 39% in Q2 2026, selling an estimated $1.76M and leaving 92,148 shares worth $2.84M. The position accounts for 0.89% of the portfolio, ranked #41.

Shaker Financial Services first reported a position in ETO in Q3 2013 and has held it in 23 quarters since. The position peaked at $4.03M in Q1 2026. 12 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Shaker Financial Services held 92,148 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $2.84M as of Q2 2026.
  • Shaker Financial Services sold 58,921 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $1.76M.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.89% of Shaker Financial Services's portfolio in Q2 2026, its #41 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 23 quarters since.
  • Shaker Financial Services's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $4.03M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.