Anchor Investment Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Anchor Investment Management’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
2026 Q1	$33.9K	Hold	1,683	–	–	﹤0.01%	649
2025 Q4	$38.9K	Hold	1,683	–	–	﹤0.01%	626
2025 Q3	$35.6K	Hold	1,683	–	–	﹤0.01%	639
2025 Q2	$35.2K	Hold	1,683	–	–	﹤0.01%	629
2025 Q1	$30.7K	Hold	1,683	–	–	﹤0.01%	646
2024 Q4	$30.7K	Hold	1,683	–	–	﹤0.01%	641
2024 Q3	$32.7K	Hold	1,683	–	–	﹤0.01%	630
2024 Q2	$31.3K	Hold	1,683	–	–	﹤0.01%	579
2024 Q1	$30.7K	Hold	1,683	–	–	﹤0.01%	610
2023 Q4	$28.8K	Hold	1,683	–	–	﹤0.01%	600
2023 Q3	$25.9K	Buy	1,683 +683	+68%	+$11.3K	﹤0.01%	619
2023 Q2	$16.7K	Hold	1,000	–	–	﹤0.01%	672
2023 Q1	$16.1K	Hold	1,000	–	–	﹤0.01%	686
2022 Q4	$15.1K	Hold	1,000	–	–	﹤0.01%	672
2022 Q3	$15.1K	Hold	1,000	–	–	﹤0.01%	674
2022 Q2	$16.1K	Hold	1,000	–	–	﹤0.01%	679
2022 Q1	$20.6K	Hold	1,000	–	–	﹤0.01%	663
2021 Q4	$22.7K	Buy	+1,000	New	+$22.1K	﹤0.01%	677

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Anchor Investment Management's ETG Position: Q1 2026 in Review

Anchor Investment Management held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q1 2026 at 1,683 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Anchor Investment Management first reported a position in ETG in Q4 2021 and has held it in 18 quarters since. The position peaked at $38.9K in Q4 2025. 125 funds tracked by Wall St. Rank hold ETG as of Q1 2026.

Anchor Investment Management held 1,683 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $33.9K as of Q1 2026.
Anchor Investment Management left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #649 holding.
Anchor Investment Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2021 and has held it in 18 quarters since.
Anchor Investment Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $38.9K in Q4 2025.
125 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.