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Axiom Investment Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Axiom Investment Management’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 		$28.7K Buy
1,217
+106
+10% +$2.38K 0.02% 262
2026
Q1 		$22.4K Buy
+1,111
New +$24.9K 0.02% 266

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axiom Investment Management's ETG Position: Q2 2026 in Review

Axiom Investment Management increased its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 9.5% in Q2 2026, buying an estimated $2.38K and bringing the position to 1,217 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #262.

Axiom Investment Management first reported a position in ETG in Q1 2026 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • Axiom Investment Management held 1,217 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $28.7K as of Q2 2026.
  • Axiom Investment Management bought 106 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $2.38K.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.02% of Axiom Investment Management's portfolio in Q2 2026, its #262 holding.
  • Axiom Investment Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.