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Shaker Financial Services, LLC

SEC CIK
0001511794
Latest filing
Jul 15, 2026

ETO holding history

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETO overviewAll 13F holders of ETOFull Q2 2026 holdings

Shares (Q2 2026)
92,148
Value
$2.84M
% of portfolio
0.9%
Quarters held
15
Since Q2 2021
Holdings of ETO by Shaker Financial Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202692,148$2.84M0.9%−58,921−39.0%ReducedHolders
Q1 2026151,069$4.03M1.4%+37,059+32.5%AddedHolders
Q4 2025114,010$3.46M1.1%+16,864+17.4%AddedHolders
Q3 202597,146$2.68M0.9%+11,098+12.9%AddedHolders
Q2 202586,048$2.34M0.8%+44,347+106.3%AddedHolders
Q1 202541,701$1.02M0.4%−1,249−2.9%ReducedHolders
Q4 202442,950$1.08M0.4%+21,211+97.6%AddedHolders
Q3 202421,739$577.0K0.2%−788−3.5%ReducedHolders
Q2 202422,527$574.4K0.2%+1,102+5.1%AddedHolders
Q1 202421,425$535.2K0.2%+21,425NewHolders
Q3 20230$00.0%−10,000−100.0%Sold outHolders
Q2 202310,000$229.6K0.1%+10,000NewHolders
Q1 20230$00.0%−45,787−100.0%Sold outHolders
Q4 202245,787$958.8K0.4%+31,877+229.2%AddedHolders
Q3 202213,910$282.0K0.1%−5,858−29.6%ReducedHolders
Q2 202219,768$437.0K0.2%+19,768NewHolders
Q3 20210$00.0%−55,141−100.0%Sold outHolders
Q2 202155,141$1.61M0.6%+55,141NewHolders