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 -$24 – 998
2014
Q4 		$24 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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return