APP
ETG

Avantax Planning Partners’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Avantax Planning Partners’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 		$368K Buy
18,303
+2,648
+17% +$59.4K 0.01% 318
2025
Q4 		$362K Hold
15,655
– – 0.01% 321
2025
Q3 		$331K Hold
15,655
– – 0.01% 334
2025
Q2 		$328K Hold
15,655
– – 0.01% 338
2025
Q1 		$285K Hold
15,655
– – 0.01% 344
2024
Q4 		$285K Hold
15,655
– – 0.01% 341
2024
Q3 		$304K Hold
15,655
– – 0.01% 330
2024
Q2 		$291K Buy
15,655
+224
+1% +$4.05K 0.01% 365
2024
Q1 		$282K Buy
+15,431
New +$272K 0.01% 371

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return