Ameritas Advisory Services’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Ameritas Advisory Services’s Portfolio ETG Stock Details ETG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,223	Closed	-$25.8K	–	1280
2025 Q3	$25.8K	Hold	1,223	–	–	﹤0.01%	1348
2025 Q2	$25.6K	Buy	+1,223	New	+$23.4K	﹤0.01%	1631
2023 Q2	–	Sell	-7,149	Closed	-$115K	–	1139
2023 Q1	$115K	Sell	7,149 -7,149	-50%	-$115K	0.01%	950
2022 Q4	$216K	Buy	+14,298	New	+$223K	0.01%	803

Other funds holding ETG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameritas Advisory Services's ETG Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q4 2025, closing a stake of 1,223 shares — an estimated $25.8K sold.

Ameritas Advisory Services first reported a position in ETG in Q4 2022 and held it in 4 quarters. The position peaked at $216K in Q4 2022. 127 funds tracked by Wall St. Rank hold ETG as of Q4 2025.

Ameritas Advisory Services reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,223 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q4 2025, an estimated $25.8K.
Ameritas Advisory Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2022 and held it in 4 quarters.
Ameritas Advisory Services's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $216K in Q4 2022.
127 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.