Advisory Advocates’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Advisory Advocates’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$343K	Buy	34,922 +6,000	+21%	+$56.2K	0.29%	123
2026 Q1	$250K	Hold	28,922	–	–	0.26%	134
2025 Q4	$276K	Buy	+28,922	New	+$266K	0.27%	125

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Advisory Advocates's EXG Position: Q2 2026 in Review

Advisory Advocates increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 21% in Q2 2026, buying an estimated $56.2K and bringing the position to 34,922 shares worth $343K. The position accounts for 0.29% of the portfolio, ranked #123.

Advisory Advocates first reported a position in EXG in Q4 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Advisory Advocates held 34,922 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $343K as of Q2 2026.
Advisory Advocates bought 6,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $56.2K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.29% of Advisory Advocates's portfolio in Q2 2026, its #123 holding.
Advisory Advocates first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
287 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.