Chung Wu Investment Group’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Chung Wu Investment Group’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	$54.1K	Hold	2,300	–	–	0.04%	155
2026 Q1	$46.3K	Hold	2,300	–	–	0.04%	138
2025 Q4	$53.1K	Hold	2,300	–	–	0.04%	132
2025 Q3	$48.6K	Hold	2,300	–	–	0.04%	140
2025 Q2	$48.2K	Buy	+2,300	New	+$44.1K	0.05%	130

Other funds holding ETG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chung Wu Investment Group's ETG Position: Q2 2026 in Review

Chung Wu Investment Group held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q2 2026 at 2,300 shares worth $54.1K. The position accounts for 0.04% of the portfolio, ranked #155.

Chung Wu Investment Group first reported a position in ETG in Q2 2025 and has held it in 5 quarters since. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Chung Wu Investment Group held 2,300 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $54.1K as of Q2 2026.
Chung Wu Investment Group left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.04% of Chung Wu Investment Group's portfolio in Q2 2026, its #155 holding.
Chung Wu Investment Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2025 and has held it in 5 quarters since.
138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.