Allied Private Wealth’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Allied Private Wealth’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	$125K	Buy	+12,819	New	+$120K	0.08%	156

Other funds holding EXG

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

David J. Yvars Group University Park, Florida $203M AUM 33.06% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return