GoalVest Advisory LLC
Position in ETO — Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
CIK 1839307
NEW YORK, NY
Position in ETO
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,753
+$649 QoQ
Shares Held
154
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 74 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Sep 30, 2026GoalVest Advisory LLC holds $3,582,352 across 18 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
18,292 | $2,047,972 | |
| 2 | ARCC |
Ares Capital Corp
|
60,475 | $1,155,072 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
|
9,119 | $234,084 | |
| 4 | BLK |
BlackRock, Inc.
|
41 | $43,389 | |
| 5 | AB |
Alliancebernstein Holding L.P.
|
783 | $27,311 | |
| 6 | TROW |
Price T Rowe Group Inc
|
105 | $10,925 | |
| 7 | STT |
State Street Corp
|
60 | $10,475 | |
| 8 | RJF |
Raymond James Financial Inc
|
53 | $8,375 |
All Filings in ETO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,753 | 154 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,104 | 154 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,673 | 154 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $4,244 | 154 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||