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

Inlight 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	–	Sell	-366	Closed	-$8.46K	–	101
2025 Q4	$8.46K	Hold	366	–	–	﹤0.01%	152
2025 Q3	$7.73K	Hold	366	–	–	﹤0.01%	164
2025 Q2	$7.66K	Hold	366	–	–	﹤0.01%	167
2025 Q1	$6.67K	Buy	+366	New	+$6.84K	﹤0.01%	181

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

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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

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

Inlight Wealth Management's ETG Position: Q1 2026 in Review

Inlight Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2026, closing a stake of 366 shares — an estimated $8.46K sold.

Inlight Wealth Management first reported a position in ETG in Q1 2025 and held it in 4 quarters. The position peaked at $8.46K in Q4 2025. 126 funds tracked by Wall St. Rank hold ETG as of Q1 2026.

Inlight Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Inlight Wealth Management sold 366 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2026, an estimated $8.46K.
Inlight Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2025 and held it in 4 quarters.
Inlight Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $8.46K in Q4 2025.
126 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2026.

Based on Inlight Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.