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

Silver Oak 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
2026 Q1	$624K	Buy	23,397 +518	+2%	+$15.2K	0.05%	366
2025 Q4	$680K	Buy	22,879 +1,419	+7%	+$40.4K	0.05%	376
2025 Q3	$591K	Buy	21,460 +2,494	+13%	+$68.3K	0.04%	379
2025 Q2	$516K	Buy	18,966 +1,422	+8%	+$35.7K	0.04%	400
2025 Q1	$434K	Buy	17,544 +292	+2%	+$7.46K	0.04%	408
2024 Q4	$434K	Buy	17,252 +1,556	+10%	+$40.4K	0.04%	418
2024 Q3	$415K	Buy	15,696 +309	+2%	+$7.92K	0.04%	358
2024 Q2	$392K	Buy	15,387 +655	+4%	+$16.3K	0.06%	251
2024 Q1	$368K	Buy	14,732 +205	+1%	+$4.99K	0.06%	267
2023 Q4	$343K	Buy	14,527 +1,830	+14%	+$40.2K	0.05%	352
2023 Q3	$271K	Buy	+12,697	New	+$289K	0.06%	245
2022 Q4	–	Sell	-12,697	Closed	-$271K	–	357
2022 Q3	$271K	Buy	+12,697	New	+$309K	0.06%	245

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

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Silver Oak Securities's ETO Position: Q1 2026 in Review

Silver Oak Securities increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 2.3% in Q1 2026, buying an estimated $15.2K and bringing the position to 23,397 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #366.

Silver Oak Securities first reported a position in ETO in Q3 2022 and has held it in 12 quarters since. The position peaked at $680K in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

Silver Oak Securities held 23,397 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $624K as of Q1 2026.
Silver Oak Securities bought 518 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $15.2K.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.05% of Silver Oak Securities's portfolio in Q1 2026, its #366 holding.
Silver Oak Securities first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2022 and has held it in 12 quarters since.
Silver Oak Securities's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $680K 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 Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.