SF
ETO

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

Summit 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 		$286K Sell
10,718
-1,065
-9% -$31.2K ﹤0.01% 1214
2025
Q4 		$358K Sell
11,783
-1,275
-10% -$36.3K 0.01% 1015
2025
Q3 		$360K Buy
+13,058
New +$357K 0.01% 1000

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

Summit Financial's ETO Position: Q1 2026 in Review

Summit Financial reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 9% in Q1 2026, selling an estimated $31.2K and leaving 10,718 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Summit Financial first reported a position in ETO in Q3 2025 and has held it in 3 quarters since. The position peaked at $360K in Q3 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Summit Financial held 10,718 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $286K as of Q1 2026.
  • Summit Financial sold 1,065 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $31.2K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1214 holding.
  • Summit Financial first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $360K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.