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 Q2	$39.6K	Hold	1,683	–	–	﹤0.01%	655
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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Anchor Investment Management's ETG Position: Q2 2026 in Review

Anchor Investment Management held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q2 2026 at 1,683 shares worth $39.6K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Anchor Investment Management first reported a position in ETG in Q4 2021 and has held it in 19 quarters since. 139 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Anchor Investment Management held 1,683 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $39.6K as of Q2 2026.
Anchor Investment Management left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #655 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 19 quarters since.
139 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.