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 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	–	400
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 $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return