Elevation Wealth Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Elevation Wealth Partners’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7K	Hold	1,500	–	–	﹤0.01%	682
2026 Q1	$13K	Hold	1,500	–	–	﹤0.01%	462
2025 Q4	$14.3K	Hold	1,500	–	–	0.01%	432
2025 Q3	$13.7K	Hold	1,500	–	–	﹤0.01%	364
2025 Q2	$13.1K	Hold	1,500	–	–	0.01%	349
2025 Q1	$12.2K	Hold	1,500	–	–	0.01%	355
2024 Q4	$12.3K	Buy	+1,500	New	+$12.7K	0.01%	356

Other funds holding EXG

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Elevation Wealth Partners's EXG Position: Q2 2026 in Review

Elevation Wealth Partners held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 1,500 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Elevation Wealth Partners first reported a position in EXG in Q4 2024 and has held it in 7 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Elevation Wealth Partners held 1,500 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $14.7K as of Q2 2026.
Elevation Wealth Partners left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #682 holding.
Elevation Wealth Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.