Golden State Equity Partners’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Golden State Equity Partners’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	–	Sell	-3,076	Closed	-$61.9K	–	785
2026 Q1	$61.9K	Buy	+3,076	New	+$69K	﹤0.01%	844

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

Golden State Equity Partners's ETG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q2 2026, closing a stake of 3,076 shares — an estimated $61.9K sold.

Golden State Equity Partners first reported a position in ETG in Q1 2026 and held it in 1 quarter. The position peaked at $61.9K in Q1 2026. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Golden State Equity Partners reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 3,076 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $61.9K.
Golden State Equity Partners first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $61.9K in Q1 2026.
138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.