Steward Partners Investment Advisory’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Steward Partners Investment Advisory’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	$266K	Hold	9,995	–	–	﹤0.01%	1865
2025 Q4	$303K	Sell	9,995 -163	-2%	-$4.64K	﹤0.01%	1706
2025 Q3	$280K	Sell	10,158 -213	-2%	-$5.83K	﹤0.01%	1692
2025 Q2	$282K	Hold	10,371	–	–	﹤0.01%	1585
2025 Q1	$255K	Sell	10,371 -39	-0.4%	-$996	﹤0.01%	1530
2024 Q4	$263K	Buy	10,410 +5,610	+117%	+$146K	﹤0.01%	1475
2024 Q3	$127K	Hold	4,800	–	–	﹤0.01%	1761
2024 Q2	$122K	Hold	4,800	–	–	﹤0.01%	1682
2024 Q1	$120K	Hold	4,800	–	–	﹤0.01%	1671
2023 Q4	$113K	Hold	4,800	–	–	﹤0.01%	1626
2023 Q3	$102K	Hold	4,800	–	–	﹤0.01%	1554
2023 Q2	$110K	Hold	4,800	–	–	﹤0.01%	1543
2023 Q1	$107K	Sell	4,800 -1,909	-28%	-$42.1K	﹤0.01%	1560
2022 Q4	$140K	Hold	6,709	–	–	﹤0.01%	1404
2022 Q3	$136K	Hold	6,709	–	–	﹤0.01%	1369
2022 Q2	$148K	Hold	6,709	–	–	﹤0.01%	1331
2022 Q1	$202K	Hold	6,709	–	–	﹤0.01%	1283
2021 Q4	$218K	Buy	6,709 +1,242	+23%	+$39.4K	﹤0.01%	1278
2021 Q3	$165K	Buy	5,467 +667	+14%	+$20.7K	﹤0.01%	1344
2021 Q2	$141K	Hold	4,800	–	–	﹤0.01%	1830
2021 Q1	$126K	Hold	4,800	–	–	﹤0.01%	1507
2020 Q4	$121K	Hold	4,800	–	–	﹤0.01%	1289
2020 Q3	$100K	Hold	4,800	–	–	﹤0.01%	1222
2020 Q2	$100K	Buy	4,800 +800	+20%	+$16.1K	﹤0.01%	1152
2020 Q1	$71K	Hold	4,000	–	–	﹤0.01%	1129
2019 Q4	$103K	Hold	4,000	–	–	﹤0.01%	1129
2019 Q3	$101K	Hold	4,000	–	–	﹤0.01%	1084
2019 Q2	$97K	Buy	+4,000	New	+$95.5K	﹤0.01%	1070
2018 Q4	–	Sell	-3,500	Closed	-$89K	–	1174
2018 Q3	$89K	Buy	+3,500	New	+$88.3K	﹤0.01%	967

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 $2.61B AUM 23.21% 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

Steward Partners Investment Advisory's ETO Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) position steady in Q1 2026 at 9,995 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

Steward Partners Investment Advisory first reported a position in ETO in Q3 2018 and has held it in 29 quarters since. The position peaked at $303K in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

Steward Partners Investment Advisory held 9,995 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $266K as of Q1 2026.
Steward Partners Investment Advisory left its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1865 holding.
Steward Partners Investment Advisory first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2018 and has held it in 29 quarters since.
Steward Partners Investment Advisory's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $303K 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.