ETO β€” EATON VANCE TAX-ADVANTAGED GLO COM

Ownership history in Holos Integrated Wealth LLC  Β·  1 quarter on record

AI Ownership Summary

Holos Integrated Wealth LLC reported EATON VANCE TAX-ADVANTAGED GLO COM (ETO) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows ETO at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Holos Integrated Wealth LLC's position in EATON VANCE TAX-ADVANTAGED GLO COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ETO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Holos Integrated Wealth LLC held ETO β€” position size vs. price
% of Fund (quarterly)    ETO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED 1,385 β€” β€” 0.02% $38K 2026-04-08 $28.20

🏒 Other funds also holding ETO

As of 2026 Q1 β€” sorted by position size

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Holos Integrated Wealth LLC and ETO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Holos Integrated Wealth LLC reported owning ETO?

Holos Integrated Wealth LLC reported ETO across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported ETO position in Holos Integrated Wealth LLC's portfolio?

The largest reported portfolio weight for ETO was 0.02% in 2026 Q1.

What is the latest reported ETO position on this page?

The most recent filing on this page is 2026 Q1, when Holos Integrated Wealth LLC reported 1,385 shares, equal to 0.02% of portfolio, with an estimated market value of $38K.

What does the chart on this ETO ownership page compare?

The chart compares Holos Integrated Wealth LLC's quarterly ETO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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