UBS Group
ETO

UBS Group’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

UBS Group’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 		$733K Sell
27,492
-3,204
-10% -$93.8K ﹤0.01% 5787
2025
Q4 		$932K Buy
30,696
+3,636
+13% +$103K ﹤0.01% 5642
2025
Q3 		$746K Buy
27,060
+61
+0.2% +$1.67K ﹤0.01% 5800
2025
Q2 		$734K Sell
26,999
-10,895
-29% -$274K ﹤0.01% 5699
2025
Q1 		$931K Sell
37,894
-3,398
-8% -$86.8K ﹤0.01% 5336
2024
Q4 		$1.04M Sell
41,292
-5,107
-11% -$133K ﹤0.01% 5264
2024
Q3 		$1.23M Sell
46,399
-6,222
-12% -$159K ﹤0.01% 4464
2024
Q2 		$1.34M Sell
52,621
-34,150
-39% -$849K ﹤0.01% 4140
2024
Q1 		$2.17M Sell
86,771
-86,842
-50% -$2.11M ﹤0.01% 3871
2023
Q4 		$4.1M Buy
173,613
+886
+0.5% +$19.5K ﹤0.01% 2998
2023
Q3 		$3.69M Sell
172,727
-4,232
-2% -$96.3K ﹤0.01% 2870
2023
Q2 		$4.06M Buy
176,959
+1,015
+0.6% +$22.7K ﹤0.01% 2792
2023
Q1 		$3.91M Sell
175,944
-2,752
-2% -$60.8K ﹤0.01% 2757
2022
Q4 		$3.74M Buy
178,696
+22,406
+14% +$481K ﹤0.01% 2771
2022
Q3 		$3.16M Sell
156,290
-1,289
-0.8% -$31.4K ﹤0.01% 2763
2022
Q2 		$3.48M Buy
157,579
+21,942
+16% +$546K ﹤0.01% 2676
2022
Q1 		$4.09M Buy
135,637
+13,071
+11% +$389K ﹤0.01% 2733
2021
Q4 		$3.98M Buy
122,566
+8,816
+8% +$280K ﹤0.01% 3075
2021
Q3 		$3.43M Buy
113,750
+5,289
+5% +$164K ﹤0.01% 3082
2021
Q2 		$3.18M Buy
108,461
+6,025
+6% +$173K ﹤0.01% 3131
2021
Q1 		$2.69M Buy
102,436
+10,853
+12% +$279K ﹤0.01% 3248
2020
Q4 		$2.31M Sell
91,583
-3,020
-3% -$69.1K ﹤0.01% 3277
2020
Q3 		$1.97M Buy
94,603
+9,957
+12% +$213K ﹤0.01% 3058
2020
Q2 		$1.76M Sell
84,646
-12,756
-13% -$256K ﹤0.01% 2994
2020
Q1 		$1.73M Buy
97,402
+25,580
+36% +$600K ﹤0.01% 2891
2019
Q4 		$1.86M Sell
71,822
-740
-1% -$19.2K ﹤0.01% 3618
2019
Q3 		$1.84M Sell
72,562
-3,338
-4% -$83.7K ﹤0.01% 3370
2019
Q2 		$1.84M Sell
75,900
-341
-0.4% -$8.14K ﹤0.01% 3222
2019
Q1 		$1.83M Sell
76,241
-1,944
-2% -$43.4K ﹤0.01% 3060
2018
Q4 		$1.47M Sell
78,185
-760
-1% -$16.5K ﹤0.01% 3336
2018
Q3 		$2M Sell
78,945
-5,168
-6% -$130K ﹤0.01% 3229
2018
Q2 		$2.04M Sell
84,113
-5,888
-7% -$149K ﹤0.01% 3152
2018
Q1 		$2.25M Sell
90,001
-4,399
-5% -$112K ﹤0.01% 3034
2017
Q4 		$2.4M Sell
94,400
-4,161
-4% -$103K ﹤0.01% 3035
2017
Q3 		$2.42M Buy
98,561
+17,702
+22% +$431K ﹤0.01% 2951
2017
Q2 		$1.97M Sell
80,859
-10,189
-11% -$242K ﹤0.01% 3027
2017
Q1 		$2.1M Buy
91,048
+4,262
+5% +$95.6K ﹤0.01% 2902
2016
Q4 		$1.81M Buy
86,786
+48,990
+130% +$1.01M ﹤0.01% 3002
2016
Q3 		$819K Sell
37,796
-8,311
-18% -$185K ﹤0.01% 3560
2016
Q2 		$984K Buy
46,107
+3,248
+8% +$69.9K ﹤0.01% 3392
2016
Q1 		$925K Sell
42,859
-800
-2% -$16K ﹤0.01% 3325
2015
Q4 		$931K Buy
43,659
+20,143
+86% +$444K ﹤0.01% 3464
2015
Q3 		$490K Sell
23,516
-5,224
-18% -$120K ﹤0.01% 3913
2015
Q2 		$672K Sell
28,740
-8,315
-22% -$207K ﹤0.01% 3877
2015
Q1 		$917K Sell
37,055
-97,396
-72% -$2.36M ﹤0.01% 3650
2014
Q4 		$3.27M Buy
+134,451
New +$3.36M ﹤0.01% 2445

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 $445B AUM 25.58% 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

UBS Group's ETO Position: Q1 2026 in Review

UBS Group reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 10% in Q1 2026, selling an estimated $93.8K and leaving 27,492 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #5787.

UBS Group first reported a position in ETO in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.1M in Q4 2023. 67 funds tracked by Wall St. Rank hold ETO as of Q1 2026.

  • UBS Group held 27,492 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $733K as of Q1 2026.
  • UBS Group sold 3,204 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q1 2026, an estimated $93.8K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5787 holding.
  • UBS Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $4.1M in Q4 2023.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.