Avestar Capital’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Avestar Capital’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 Q3	$1.35M	Buy	143,200 +8,000	+6%	+$78.2K	0.11%	181
2026 Q2	$1.33M	Hold	135,200	–	–	0.07%	190
2026 Q1	$1.17M	Sell	135,200 -20,500	-13%	-$192K	0.08%	194
2025 Q4	$1.48M	Sell	155,700 -39,500	-20%	-$363K	0.1%	160
2025 Q3	$1.78M	Buy	195,200 +5,500	+3%	+$48.8K	0.12%	142
2025 Q2	$1.66M	Buy	189,700 +300	+0.2%	+$2.48K	0.11%	136
2025 Q1	$1.54M	Buy	189,400 +73,700	+64%	+$617K	0.13%	132
2024 Q4	$945K	Buy	115,700 +24,000	+26%	+$203K	0.08%	183
2024 Q3	$800K	Buy	+91,700	New	+$771K	0.08%	188

Other funds holding EXG

Focused Wealth Management Newburgh, New York $1.17B AUM 16.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return

Morey & Quinn Wealth Partners Omaha, Nebraska $153M AUM 19.09% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Avestar Capital's EXG Position: Q3 2026 in Review

Avestar Capital increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 5.9% in Q3 2026, buying an estimated $78.2K and bringing the position to 143,200 shares worth $1.35M. The position accounts for 0.11% of the portfolio, ranked #181.

Avestar Capital first reported a position in EXG in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q3 2025. 110 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

Avestar Capital held 143,200 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $1.35M as of Q3 2026.
Avestar Capital bought 8,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2026, an estimated $78.2K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.11% of Avestar Capital's portfolio in Q3 2026, its #181 holding.
Avestar Capital first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2024 and has held it in 9 quarters since.
Avestar Capital's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $1.78M in Q3 2025.
110 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.