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 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 $1.66T AUM 25.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Atomi Financial Group's EXG Position: Q1 2026 in Review

Atomi Financial Group held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q1 2026 at 46,361 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #802.

Atomi Financial Group first reported a position in EXG in Q1 2023 and has held it in 13 quarters since. The position peaked at $442K in Q4 2025. 294 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

Atomi Financial Group held 46,361 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $401K as of Q1 2026.
Atomi Financial Group left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #802 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 13 quarters since.
Atomi Financial Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $442K in Q4 2025.
294 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.