Founders Financial Alliance’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Founders Financial Alliance’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	$181K	Buy	18,458 +32	+0.2%	+$300	0.02%	447
2026 Q1	$160K	Buy	18,426 +831	+5%	+$7.8K	0.03%	414
2025 Q4	$168K	Buy	17,595 +2,223	+14%	+$20.4K	0.03%	359
2025 Q3	$140K	Buy	+15,372	New	+$136K	0.03%	408

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

Founders Financial Alliance's EXG Position: Q2 2026 in Review

Founders Financial Alliance increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 0.17% in Q2 2026, buying an estimated $300 and bringing the position to 18,458 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #447.

Founders Financial Alliance first reported a position in EXG in Q3 2025 and has held it in 4 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Founders Financial Alliance held 18,458 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $181K as of Q2 2026.
Founders Financial Alliance bought 32 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $300.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #447 holding.
Founders Financial Alliance first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2025 and has held it in 4 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 Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.