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
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 $3.21B 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 $2.27B AUM 18.34% 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

Truist Financial's ETO Position: Q1 2026 in Review

Truist Financial reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 9.3% in Q1 2026, selling an estimated $55.3K and leaving 18,319 shares worth $488K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Truist Financial first reported a position in ETO in Q1 2020 and has held it in 22 quarters since. The position peaked at $613K in Q4 2025. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • Truist Financial held 18,319 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $488K as of Q1 2026.
  • Truist Financial sold 1,889 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $55.3K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2093 holding.
  • Truist Financial first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q1 2020 and has held it in 22 quarters since.
  • Truist Financial's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $613K in Q4 2025.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.