KPP Advisory Services’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

KPP Advisory Services’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$154K	Hold	15,725	–	–	0.02%	355
2026 Q1	$136K	Sell	15,725 -1,985	-11%	-$18.6K	0.02%	343
2025 Q4	$169K	Hold	17,710	–	–	0.02%	321
2025 Q3	$161K	Hold	17,710	–	–	0.02%	325
2025 Q2	$155K	Hold	17,710	–	–	0.03%	301
2025 Q1	$144K	Sell	17,710 -25	-0.1%	-$209	0.03%	281
2024 Q4	$145K	Hold	17,735	–	–	0.03%	248
2024 Q3	$155K	Hold	17,735	–	–	0.04%	251
2024 Q2	$150K	Hold	17,735	–	–	0.04%	229
2024 Q1	$145K	Buy	+17,735	New	+$140K	0.04%	234
2023 Q4	–	Sell	-17,735	Closed	-$131K	–	146
2023 Q3	$131K	Buy	+17,735	New	+$138K	0.04%	207

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

KPP Advisory Services's EXG Position: Q2 2026 in Review

KPP Advisory Services held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 15,725 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #355.

KPP Advisory Services first reported a position in EXG in Q3 2023 and has held it in 11 quarters since. The position peaked at $169K in Q4 2025. 296 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

KPP Advisory Services held 15,725 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $154K as of Q2 2026.
KPP Advisory Services left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.02% of KPP Advisory Services's portfolio in Q2 2026, its #355 holding.
KPP Advisory Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $169K in Q4 2025.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.