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

Amplius Wealth Advisors’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	$316K	Buy	32,185 +14	+0%	+$131	0.02%	163
2026 Q1	$279K	Buy	32,171 +14	+0%	+$131	0.02%	150
2025 Q4	$306K	Buy	32,157 +657	+2%	+$6.04K	0.03%	141
2025 Q3	$287K	Hold	31,500	–	–	0.02%	146
2025 Q2	$276K	Buy	31,500 +11,500	+58%	+$95.2K	0.03%	163
2025 Q1	$163K	Hold	20,000	–	–	0.02%	180
2024 Q4	$163K	Hold	20,000	–	–	0.02%	175
2024 Q3	$174K	Hold	20,000	–	–	0.02%	173
2024 Q2	$169K	Buy	+20,000	New	+$164K	0.02%	165
2024 Q1	–	Sell	-20,000	Closed	-$154K	–	181
2023 Q4	$154K	Hold	20,000	–	–	0.02%	169
2023 Q3	$147K	Hold	20,000	–	–	0.02%	159
2023 Q2	$158K	Hold	20,000	–	–	0.02%	161
2023 Q1	$156K	Hold	20,000	–	–	0.02%	160
2022 Q4	$151K	Hold	20,000	–	–	0.02%	159
2022 Q3	$145K	Hold	20,000	–	–	0.03%	155
2022 Q2	$154K	Hold	20,000	–	–	0.02%	163
2022 Q1	$194K	Hold	20,000	–	–	0.03%	173
2021 Q4	$213K	Buy	+20,000	New	+$209K	0.03%	181

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Amplius Wealth Advisors's EXG Position: Q2 2026 in Review

Amplius Wealth Advisors increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 0.04% in Q2 2026, buying an estimated $131 and bringing the position to 32,185 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #163.

Amplius Wealth Advisors first reported a position in EXG in Q4 2021 and has held it in 18 quarters since. 295 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Amplius Wealth Advisors held 32,185 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $316K as of Q2 2026.
Amplius Wealth Advisors bought 14 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $131.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Amplius Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2021 and has held it in 18 quarters since.
295 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.