Truist Financial
ETO

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

Truist 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 		$572K Buy
18,527
+208
+1% +$6.2K ﹤0.01% 2119
2026
Q1 		$488K Sell
18,319
-1,889
-9% -$55.3K ﹤0.01% 2093
2025
Q4 		$613K Buy
20,208
+1,896
+10% +$53.9K ﹤0.01% 1932
2025
Q3 		$505K Buy
18,312
+172
+0.9% +$4.71K ﹤0.01% 2033
2025
Q2 		$493K Sell
18,140
-1,072
-6% -$26.9K ﹤0.01% 1976
2025
Q1 		$472K Buy
19,212
+593
+3% +$15.1K ﹤0.01% 1904
2024
Q4 		$470K Buy
18,619
+2,160
+13% +$56.1K ﹤0.01% 1921
2024
Q3 		$437K Buy
16,459
+1,444
+10% +$37K ﹤0.01% 1938
2024
Q2 		$383K Sell
15,015
-1,722
-10% -$42.8K ﹤0.01% 2136
2024
Q1 		$418K Buy
16,737
+157
+0.9% +$3.82K ﹤0.01% 2080
2023
Q4 		$392K Sell
16,580
-1,078
-6% -$23.7K ﹤0.01% 2135
2023
Q3 		$377K Sell
17,658
-4,579
-21% -$104K ﹤0.01% 2081
2023
Q2 		$511K Sell
22,237
-79
-0.4% -$1.76K ﹤0.01% 1936
2023
Q1 		$496K Buy
22,316
+3,154
+16% +$69.6K ﹤0.01% 1980
2022
Q4 		$401K Buy
+19,162
New +$411K ﹤0.01% 2104
2022
Q3 		– Sell
-16,548
Closed -$366K – 2568
2022
Q2 		$366K Buy
16,548
+223
+1% +$5.55K ﹤0.01% 2095
2022
Q1 		$492K Buy
16,325
+181
+1% +$5.38K ﹤0.01% 2013
2021
Q4 		$525K Buy
16,144
+4,151
+35% +$132K ﹤0.01% 1986
2021
Q3 		$362K Buy
11,993
+4,425
+58% +$138K ﹤0.01% 2217
2021
Q2 		$222K Buy
+7,568
New +$217K ﹤0.01% 2542
2020
Q4 		– Sell
-10,212
Closed -$212K – 2576
2020
Q3 		$212K Hold
10,212
– – ﹤0.01% 2230
2020
Q2 		$211K Sell
10,212
-1,450
-12% -$29.1K ﹤0.01% 2158
2020
Q1 		$206K Buy
+11,662
New +$273K ﹤0.01% 2110

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

Truist Financial's ETO Position: Q2 2026 in Review

Truist Financial increased its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 1.1% in Q2 2026, buying an estimated $6.2K and bringing the position to 18,527 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Truist Financial first reported a position in ETO in Q1 2020 and has held it in 23 quarters since. The position peaked at $613K in Q4 2025. 74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Truist Financial held 18,527 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $572K as of Q2 2026.
  • Truist Financial bought 208 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $6.2K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2119 holding.
  • Truist Financial first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2020 and has held it in 23 quarters since.
  • Truist Financial's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $613K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.