SWP
ETO

Stratos Wealth Partners’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Stratos Wealth Partners’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
2024
Q1 		– Sell
-13,840
Closed -$327K – 1407
2023
Q4 		$327K Sell
13,840
-750
-5% -$16.5K 0.01% 1036
2023
Q3 		$311K Sell
14,590
-400
-3% -$9.1K 0.01% 1001
2023
Q2 		$344K Sell
14,990
-300
-2% -$6.7K 0.01% 900
2023
Q1 		$340K Hold
15,290
– – 0.01% 827
2022
Q4 		$320K Hold
15,290
– – 0.01% 868
2022
Q3 		$309K Sell
15,290
-2,000
-12% -$48.7K 0.01% 851
2022
Q2 		$382K Hold
17,290
– – 0.01% 830
2022
Q1 		$521K Sell
17,290
-2
-0% -$59 0.01% 801
2021
Q4 		$562K Sell
17,292
-5,200
-23% -$165K 0.01% 763
2021
Q3 		$678K Sell
22,492
-960
-4% -$29.8K 0.02% 648
2021
Q2 		$687K Buy
23,452
+1,410
+6% +$40.4K 0.02% 670
2021
Q1 		$579K Buy
22,042
+1,800
+9% +$46.3K 0.02% 666
2020
Q4 		$512K Hold
20,242
– – 0.02% 671
2020
Q3 		$421K Hold
20,242
– – 0.01% 673
2020
Q2 		$420K Buy
20,242
+1,900
+10% +$38.1K 0.02% 657
2020
Q1 		$326K Buy
18,342
+4,350
+31% +$102K 0.01% 662
2019
Q4 		$363K Buy
13,992
+1,500
+12% +$38.9K 0.01% 685
2019
Q3 		$316K Sell
12,492
-4,190
-25% -$105K 0.01% 711
2019
Q2 		$405K Buy
16,682
+4,760
+40% +$114K 0.02% 637
2019
Q1 		$286K Buy
11,922
+1,600
+16% +$35.7K 0.01% 734
2018
Q4 		$194K Sell
10,322
-9,225
-47% -$200K 0.01% 797
2018
Q3 		$495K Sell
19,547
-1,260
-6% -$31.8K 0.02% 546
2018
Q2 		$504K Buy
20,807
+135
+0.7% +$3.43K 0.02% 569
2018
Q1 		$517K Buy
20,672
+11,150
+117% +$283K 0.02% 537
2017
Q4 		$242K Buy
+9,522
New +$237K 0.01% 785

Other funds holding ETO

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stratos Wealth Partners's ETO Position: Q1 2024 in Review

Stratos Wealth Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q1 2024, closing a stake of 13,840 shares — an estimated $327K sold.

Stratos Wealth Partners first reported a position in ETO in Q4 2017 and held it in 25 quarters. The position peaked at $687K in Q2 2021. 59 funds tracked by Wall St. Rank hold ETO as of Q1 2024.

  • Stratos Wealth Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 13,840 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2024, an estimated $327K.
  • Stratos Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2017 and held it in 25 quarters.
  • Stratos Wealth Partners's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $687K in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2024.

Based on Stratos Wealth Partners's 13F filing for Q1 2024, filed 16 Apr 2024.