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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
Q3 		– Sell
-11,039
Closed -$257K – 1113
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

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

B. Riley Wealth Advisors's ETG Position: Q3 2026 in Review

B. Riley Wealth Advisors sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q3 2026, closing a stake of 11,039 shares — an estimated $257K sold.

B. Riley Wealth Advisors first reported a position in ETG in Q2 2014 and held it in 18 quarters. The position peaked at $625K in Q2 2024. 7 funds tracked by Wall St. Rank hold ETG as of Q3 2026.

  • B. Riley Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q3 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,039 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q3 2026, an estimated $257K.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $625K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.