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

Golden State Wealth Management’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	$4.71K	Hold	200	–	–	﹤0.01%	1267
2026 Q1	$4.02K	Hold	200	–	–	﹤0.01%	1249
2025 Q4	$4.62K	Hold	200	–	–	﹤0.01%	1253
2025 Q3	$4.23K	Hold	200	–	–	﹤0.01%	1280
2025 Q2	$4.19K	Hold	200	–	–	﹤0.01%	1257
2025 Q1	$3.64K	Hold	200	–	–	﹤0.01%	1232
2024 Q4	$3.65K	Buy	+200	New	+$3.81K	﹤0.01%	1172
2020 Q2	–	Sell	-200	Closed	-$2K	–	455
2020 Q1	$2K	Buy	+200	New	+$3.27K	﹤0.01%	853
2019 Q4	–	Sell	-200	Closed	-$3K	–	310
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	917
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	932
2019 Q1	$3K	Buy	+200	New	+$3.02K	﹤0.01%	973

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 Wealth Management's ETG Position: Q2 2026 in Review

Golden State Wealth Management held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q2 2026 at 200 shares worth $4.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Golden State Wealth Management first reported a position in ETG in Q1 2019 and has held it in 11 quarters since. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Golden State Wealth Management held 200 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $4.71K as of Q2 2026.
Golden State Wealth Management 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 ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1267 holding.
Golden State Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2019 and has held it in 11 quarters since.
138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.