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

Sowell 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	$226K	Hold	7,458	–	–	0.01%	1012
2026 Q2	$230K	Buy	+7,458	New	+$222K	0.01%	996
2026 Q1	–	Sell	-7,300	Closed	-$222K	–	1141
2025 Q4	$222K	Sell	7,300 -177	-2%	-$5.04K	0.01%	978
2025 Q3	$206K	Hold	7,477	–	–	0.01%	996
2025 Q2	$203K	Buy	+7,477	New	+$188K	0.01%	969

Other funds holding ETO

Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Holos Integrated Wealth Kennett Square, Pennsylvania $223M AUM 9.55% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Sowell Financial Services held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q3 2026 at 7,458 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1012.

Sowell Financial Services first reported a position in ETO in Q2 2025 and has held it in 5 quarters since. The position peaked at $230K in Q2 2026. 10 funds tracked by Wall St. Rank hold ETO as of Q3 2026.

Sowell Financial Services held 7,458 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $226K as of Q3 2026.
Sowell Financial Services left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q3 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1012 holding.
Sowell Financial Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
Sowell Financial Services's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $230K in Q2 2026.
10 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.