Carson Wealth (CWM LLC)
ETG

Carson Wealth (CWM LLC)’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.91K Buy
+95
New +$2.13K ﹤0.01% 5290
2025
Q4 		– Sell
-550
Closed -$12K – 5435
2025
Q3 		$12K Hold
550
– – ﹤0.01% 4390
2025
Q2 		$12K Sell
550
-6
-1% -$115 ﹤0.01% 4200
2025
Q1 		$10K Buy
556
+550
+9,167% +$10.3K ﹤0.01% 4100
2024
Q4 		$0 Buy
+6
New +$114 ﹤0.01% 4973
2023
Q4 		– Sell
-500
Closed -$8K – 4232
2023
Q3 		$8K Hold
500
– – ﹤0.01% 3237
2023
Q2 		$8K Hold
500
– – ﹤0.01% 3195
2023
Q1 		$8K Buy
+500
New +$8.01K ﹤0.01% 3071
2022
Q3 		– Sell
-503
Closed -$8K – 3982
2022
Q2 		$8K Buy
+503
New +$8.89K ﹤0.01% 2697
2019
Q1 		– Sell
-8,737
Closed -$118K – 3021
2018
Q4 		$118K Buy
+8,737
New +$135K ﹤0.01% 695
2018
Q3 		– Sell
-200
Closed -$3K – 1878
2018
Q2 		$3K Hold
200
– – ﹤0.01% 1288
2018
Q1 		$3K Sell
200
-1,900
-90% -$32.9K ﹤0.01% 1093
2017
Q4 		$36K Hold
2,100
– – ﹤0.01% 585
2017
Q3 		$36K Buy
2,100
+1,900
+950% +$32.4K ﹤0.01% 579
2017
Q2 		$3K Hold
200
– – ﹤0.01% 954
2017
Q1 		$3K Buy
+200
New +$3.04K ﹤0.01% 933

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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETG Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2026: 95 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #5290 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in ETG as recently as Q3 2025.

Carson Wealth (CWM LLC) first reported a position in ETG in Q1 2017 and has held it in 16 quarters since. The position peaked at $118K in Q4 2018. 125 funds tracked by Wall St. Rank hold ETG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 95 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $1.91K as of Q1 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5290 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2017 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $118K in Q4 2018.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.