BRWA
ETG

B. Riley Wealth Advisors’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

B. Riley Wealth Advisors’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 		$257K Buy
+11,039
New +$248K 0.01% 677
2024
Q3 		– Sell
-33,559
Closed -$625K – 1309
2024
Q2 		$625K Buy
33,559
+7,609
+29% +$138K 0.02% 713
2024
Q1 		$399K Sell
25,950
-800
-3% -$14.1K 0.01% 906
2023
Q4 		$457K Buy
26,750
+800
+3% +$12.7K 0.01% 857
2023
Q3 		$399K Hold
25,950
– – 0.01% 906
2023
Q2 		$433K Buy
25,950
+160
+0.6% +$2.59K 0.01% 929
2023
Q1 		$417K Buy
25,790
+3,730
+17% +$59.8K 0.01% 890
2022
Q4 		$333K Buy
22,060
+709
+3% +$11.1K 0.01% 989
2022
Q3 		$323K Sell
21,351
-1,145
-5% -$19.8K 0.01% 959
2022
Q2 		$363K Buy
22,496
+1,265
+6% +$22.4K 0.02% 793
2022
Q1 		$437K Buy
21,231
+28
+0.1% +$572 0.01% 821
2021
Q4 		$482K Buy
21,203
+24
+0.1% +$530 0.01% 827
2021
Q3 		$451K Buy
21,179
+1,874
+10% +$40.3K 0.01% 826
2021
Q2 		$406K Buy
19,305
+20
+0.1% +$408 0.01% 872
2021
Q1 		$369K Buy
19,285
+2,810
+17% +$51.6K 0.01% 886
2020
Q4 		$301K Buy
+16,475
New +$269K 0.02% 754
2015
Q1 		– Sell
-1,506
Closed -$24K – 996
2014
Q4 		$24K Buy
+1,506
New +$25.1K ﹤0.01% 2462
2014
Q3 		– Sell
-1,506
Closed -$26.5K – 1016
2014
Q2 		$26.5K Buy
+1,506
New +$25.8K 0.01% 1345

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

B. Riley Wealth Advisors's ETG Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2026: 11,039 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in ETG as recently as Q2 2024.

B. Riley Wealth Advisors first reported a position in ETG in Q2 2014 and has held it in 18 quarters since. The position peaked at $625K in Q2 2024. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • B. Riley Wealth Advisors held 11,039 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $257K as of Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new B. Riley Wealth Advisors position in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #677 holding.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2014 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $625K in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.