WA
ETO

Waverly Advisors’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Waverly Advisors’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 		$705K Buy
+22,826
New +$680K ﹤0.01% 1021

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

Waverly Advisors's ETO Position: Q2 2026 in Review

Waverly Advisors opened a new position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) in Q2 2026: 22,826 shares worth $705K. The stake represents ﹤0.01% of the portfolio and ranks #1021 among its holdings.

74 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Waverly Advisors held 22,826 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $705K as of Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund was a new Waverly Advisors position in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1021 holding.
  • 74 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.