Stifel Financial
ETO

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

Stifel Financial’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 		$1.13M Sell
42,398
-1,595
-4% -$46.7K ﹤0.01% 2381
2025
Q4 		$1.34M Buy
43,993
+689
+2% +$19.6K ﹤0.01% 2243
2025
Q3 		$1.19M Sell
43,304
-2,320
-5% -$63.5K ﹤0.01% 2280
2025
Q2 		$1.24M Sell
45,624
-138,077
-75% -$3.47M ﹤0.01% 2185
2025
Q1 		$4.51M Buy
183,701
+2,979
+2% +$76.1K ﹤0.01% 1246
2024
Q4 		$4.57M Sell
180,722
-341
-0.2% -$8.85K ﹤0.01% 1259
2024
Q3 		$4.81M Sell
181,063
-4,034
-2% -$103K 0.01% 1233
2024
Q2 		$4.72M Sell
185,097
-2,814
-1% -$70K 0.01% 1174
2024
Q1 		$4.69M Sell
187,911
-1,623
-0.9% -$39.5K 0.01% 1182
2023
Q4 		$4.48M Sell
189,534
-1,196
-0.6% -$26.3K 0.01% 1165
2023
Q3 		$4.07M Buy
190,730
+139
+0.1% +$3.16K 0.01% 1143
2023
Q2 		$4.38M Buy
190,591
+5,772
+3% +$129K 0.01% 1119
2023
Q1 		$4.11M Buy
184,819
+77,497
+72% +$1.71M 0.01% 1132
2022
Q4 		$2.25M Buy
107,322
+68,238
+175% +$1.46M ﹤0.01% 1439
2022
Q3 		$791K Buy
+39,084
New +$951K ﹤0.01% 2135
2021
Q2 		– Sell
-12,129
Closed -$319K – 3329
2021
Q1 		$319K Sell
12,129
-4,479
-27% -$115K ﹤0.01% 2747
2020
Q4 		$420K Buy
16,608
+1,583
+11% +$36.2K ﹤0.01% 2428
2020
Q3 		$312K Buy
15,025
+2,634
+21% +$56.3K ﹤0.01% 2370
2020
Q2 		$257K Buy
12,391
+856
+7% +$17.2K ﹤0.01% 2449
2020
Q1 		$204K Buy
11,535
+3,461
+43% +$81.2K ﹤0.01% 2423
2019
Q4 		$211K Sell
8,074
-3,432
-30% -$89K ﹤0.01% 2733
2019
Q3 		$293K Sell
11,506
-660
-5% -$16.5K ﹤0.01% 2452
2019
Q2 		$295K Buy
12,166
+2,979
+32% +$71.2K ﹤0.01% 2511
2019
Q1 		$220K Buy
+9,187
New +$205K ﹤0.01% 2544

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial's ETO Position: Q1 2026 in Review

Stifel Financial reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 3.6% in Q1 2026, selling an estimated $46.7K and leaving 42,398 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Stifel Financial first reported a position in ETO in Q1 2019 and has held it in 24 quarters since. The position peaked at $4.81M in Q3 2024. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Stifel Financial held 42,398 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $1.13M as of Q1 2026.
  • Stifel Financial sold 1,595 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $46.7K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2381 holding.
  • Stifel Financial first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2019 and has held it in 24 quarters since.
  • Stifel Financial's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $4.81M in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.