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 Q2	$369K	Sell	15,655 -2,648	-14%	-$59.4K	0.01%	333
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 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

Avantax Planning Partners's ETG Position: Q2 2026 in Review

Avantax Planning Partners reduced its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 14% in Q2 2026, selling an estimated $59.4K and leaving 15,655 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #333.

Avantax Planning Partners first reported a position in ETG in Q1 2024 and has held it in 10 quarters since. 140 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Avantax Planning Partners held 15,655 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $369K as of Q2 2026.
Avantax Planning Partners sold 2,648 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $59.4K.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #333 holding.
Avantax Planning Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2024 and has held it in 10 quarters since.
140 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.