SFS
ETO

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
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

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

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

Sowell Financial Services opened a new position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2026: 7,458 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #996 among its holdings. This is a return to the name: Sowell Financial Services previously reported a position in ETO as recently as Q4 2025.

Sowell Financial Services first reported a position in ETO in Q2 2025 and has held it in 4 quarters since. 12 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Sowell Financial Services held 7,458 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $230K as of Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund was a new Sowell Financial Services position in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #996 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 4 quarters since.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.