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

Atria Wealth Solutions’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
2025 Q2	$558K	Buy	63,736 +30,307	+91%	+$251K	0.01%	868
2025 Q1	$272K	Sell	33,429 -487	-1%	-$4.08K	﹤0.01%	1531
2024 Q4	$277K	Sell	33,916 -1,200	-3%	-$10.1K	﹤0.01%	1609
2024 Q3	$306K	Buy	35,116 +994	+3%	+$8.36K	﹤0.01%	1499
2024 Q2	$288K	Buy	34,122 +8,756	+35%	+$71.8K	﹤0.01%	1532
2024 Q1	$207K	Buy	25,366 +3,900	+18%	+$30.8K	﹤0.01%	1807
2023 Q4	$166K	Hold	21,466	–	–	﹤0.01%	1809
2023 Q3	$158K	Sell	21,466 -91,710	-81%	-$714K	﹤0.01%	1741
2023 Q2	$896K	Sell	113,176 -7,489	-6%	-$58.6K	0.01%	883
2023 Q1	$942K	Buy	120,665 +35,138	+41%	+$272K	0.01%	822
2022 Q4	$646K	Buy	85,527 +25,966	+44%	+$199K	0.01%	961
2022 Q3	$435K	Buy	59,561 +19,825	+50%	+$165K	0.01%	1102
2022 Q2	$306K	Sell	39,736 -16,607	-29%	-$143K	0.01%	1204
2022 Q1	$547K	Buy	+56,343	New	+$545K	0.01%	1018

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atria Wealth Solutions's EXG Position: Q2 2025 in Review

Atria Wealth Solutions increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 91% in Q2 2025, buying an estimated $251K and bringing the position to 63,736 shares worth $558K. The position accounts for 0.01% of the portfolio, ranked #868.

Atria Wealth Solutions first reported a position in EXG in Q1 2022 and has held it in 14 quarters since. The position peaked at $942K in Q1 2023. 274 funds tracked by Wall St. Rank hold EXG as of Q2 2025.

Atria Wealth Solutions held 63,736 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $558K as of Q2 2025.
Atria Wealth Solutions bought 30,307 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2025, an estimated $251K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #868 holding.
Atria Wealth Solutions first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $942K in Q1 2023.
274 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.