KWM
ETG

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

Kingsview 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 		$485K Sell
20,614
-1,164
-5% -$26.1K 0.01% 993
2026
Q1 		$438K Sell
21,778
-439
-2% -$9.84K 0.01% 948
2025
Q4 		$513K Hold
22,217
– – 0.01% 841
2025
Q3 		$469K Hold
22,217
– – 0.01% 819
2025
Q2 		$465K Buy
22,217
+4
+0% +$77 0.01% 794
2025
Q1 		$405K Buy
22,213
+495
+2% +$9.25K 0.01% 796
2024
Q4 		$396K Buy
21,718
+1,527
+8% +$29.1K 0.01% 813
2024
Q3 		$393K Sell
20,191
-2,400
-11% -$44.9K 0.01% 791
2024
Q2 		$420K Sell
22,591
-51
-0.2% -$922 0.01% 742
2024
Q1 		$413K Sell
22,642
-10,354
-31% -$183K 0.01% 721
2023
Q4 		$564K Sell
32,996
-637
-2% -$10.1K 0.02% 608
2023
Q3 		$517K Buy
33,633
+5,986
+22% +$99K 0.02% 610
2023
Q2 		$462K Hold
27,647
– – 0.02% 618
2023
Q1 		$447K Sell
27,647
-7
-0% -$112 0.02% 608
2022
Q4 		$418K Sell
27,654
-1,200
-4% -$18.7K 0.02% 560
2022
Q3 		$435K Buy
28,854
+165
+0.6% +$2.85K 0.02% 534
2022
Q2 		$462K Buy
28,689
+2,000
+7% +$35.4K 0.02% 555
2022
Q1 		$549K Hold
26,689
– – 0.02% 547
2021
Q4 		$607K Sell
26,689
-9
-0% -$199 0.03% 524
2021
Q3 		$568K Hold
26,698
– – 0.03% 511
2021
Q2 		$560K Sell
26,698
-1,080
-4% -$22K 0.03% 532
2021
Q1 		$525K Sell
27,778
-600
-2% -$11K 0.03% 496
2020
Q4 		$518K Hold
28,378
– – 0.04% 437
2020
Q3 		$422K Sell
28,378
-3,100
-10% -$46.8K 0.04% 403
2020
Q2 		$450K Sell
31,478
-800
-2% -$10.7K 0.05% 351
2020
Q1 		$386K Buy
+32,278
New +$527K 0.05% 306

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kingsview Wealth Management's ETG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 5.3% in Q2 2026, selling an estimated $26.1K and leaving 20,614 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #993.

Kingsview Wealth Management first reported a position in ETG in Q1 2020 and has held it in 26 quarters since. The position peaked at $607K in Q4 2021. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • Kingsview Wealth Management held 20,614 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $485K as of Q2 2026.
  • Kingsview Wealth Management sold 1,164 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $26.1K.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #993 holding.
  • Kingsview Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2020 and has held it in 26 quarters since.
  • Kingsview Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $607K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.