Level Four Advisory Services’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Level Four Advisory Services’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	-13,663	Closed	-$315K	–	881
2025 Q4	$315K	Buy	13,663 +2,000	+17%	+$43.9K	0.01%	681
2025 Q3	$246K	Buy	11,663 +500	+4%	+$10.4K	0.01%	717
2025 Q2	$234K	Buy	+11,163	New	+$214K	0.01%	713

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

Level Four Advisory Services's ETG Position: Q1 2026 in Review

Level Four Advisory Services sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2026, closing a stake of 13,663 shares — an estimated $315K sold.

Level Four Advisory Services first reported a position in ETG in Q2 2025 and held it in 3 quarters. The position peaked at $315K in Q4 2025. 126 funds tracked by Wall St. Rank hold ETG as of Q1 2026.

Level Four Advisory Services reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 13,663 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2026, an estimated $315K.
Level Four Advisory Services first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2025 and held it in 3 quarters.
Level Four Advisory Services's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $315K 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 Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.