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
Q2 		$325K Sell
10,518
-200
-2% -$5.96K ﹤0.01% 1288
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 $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Financial's ETO Position: Q2 2026 in Review

Summit Financial reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 1.9% in Q2 2026, selling an estimated $5.96K and leaving 10,518 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

Summit Financial first reported a position in ETO in Q3 2025 and has held it in 4 quarters since. The position peaked at $360K in Q3 2025. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Summit Financial held 10,518 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $325K as of Q2 2026.
  • Summit Financial sold 200 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $5.96K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1288 holding.
  • Summit Financial first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $360K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.