Atomi Financial Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Atomi Financial Group’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	$437K	Sell	44,512 -1,849	-4%	-$17.3K	0.01%	834
2026 Q1	$401K	Hold	46,361	–	–	0.01%	802
2025 Q4	$442K	Hold	46,361	–	–	0.01%	752
2025 Q3	$422K	Hold	46,361	–	–	0.01%	715
2025 Q2	$406K	Hold	46,361	–	–	0.02%	674
2025 Q1	$377K	Buy	46,361 +732	+2%	+$6.13K	0.02%	659
2024 Q4	$373K	Buy	45,629 +2,158	+5%	+$18.2K	0.02%	611
2024 Q3	$379K	Sell	43,471 -111	-0.3%	-$933	0.02%	569
2024 Q2	$368K	Buy	43,582 +5,144	+13%	+$42.2K	0.03%	511
2024 Q1	$314K	Buy	38,438 +1,600	+4%	+$12.6K	0.03%	523
2023 Q4	$284K	Sell	36,838 -2,944	-7%	-$21.9K	0.04%	432
2023 Q3	$293K	Hold	39,782	–	–	0.1%	244
2023 Q2	$315K	Sell	39,782 -180	-0.5%	-$1.41K	0.14%	172
2023 Q1	$312K	Buy	+39,962	New	+$309K	0.17%	146

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

Atomi Financial Group's EXG Position: Q2 2026 in Review

Atomi Financial Group reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 4% in Q2 2026, selling an estimated $17.3K and leaving 44,512 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #834.

Atomi Financial Group first reported a position in EXG in Q1 2023 and has held it in 14 quarters since. The position peaked at $442K in Q4 2025. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Atomi Financial Group held 44,512 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $437K as of Q2 2026.
Atomi Financial Group sold 1,849 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $17.3K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #834 holding.
Atomi Financial Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2023 and has held it in 14 quarters since.
Atomi Financial Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $442K in Q4 2025.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.