Wealth Enhancement Advisory Services
ETO

Wealth Enhancement Advisory Services’s Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.39M Sell
45,327
-577
-1% -$17.2K ﹤0.01% 1843
2026
Q1 		$1.25M Sell
45,904
-25,786
-36% -$755K ﹤0.01% 1664
2025
Q4 		$2.14M Sell
71,690
-1,689
-2% -$48K ﹤0.01% 1472
2025
Q3 		$2.05M Buy
73,379
+902
+1% +$24.7K ﹤0.01% 1420
2025
Q2 		$2M Buy
72,477
+1,072
+2% +$26.9K ﹤0.01% 1351
2025
Q1 		$1.75M Buy
71,405
+1,169
+2% +$29.8K ﹤0.01% 1309
2024
Q4 		$1.77M Buy
70,236
+1,155
+2% +$30K ﹤0.01% 1236
2024
Q3 		$1.83M Buy
69,081
+1,112
+2% +$28.5K ﹤0.01% 1097
2024
Q2 		$1.73M Buy
67,969
+1,975
+3% +$49.1K ﹤0.01% 1047
2024
Q1 		$1.65M Buy
65,994
+6,756
+11% +$164K ﹤0.01% 1021
2023
Q4 		$1.4M Buy
59,238
+949
+2% +$20.8K ﹤0.01% 1023
2023
Q3 		$1.24M Buy
+58,289
New +$1.33M ﹤0.01% 1012

Other funds holding ETO

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's ETO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) stake by 1.3% in Q2 2026, selling an estimated $17.2K and leaving 45,327 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

Wealth Enhancement Advisory Services first reported a position in ETO in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.14M in Q4 2025. 11 funds tracked by Wall St. Rank hold ETO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 45,327 shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund worth $1.39M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 577 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares in Q2 2026, an estimated $17.2K.
  • Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1843 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund position peaked at $2.14M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.