MFG
ETG

Merit Financial Group’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Merit Financial Group’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 		$701K Hold
29,786
– – ﹤0.01% 1291
2026
Q1 		$599K Hold
29,786
– – ﹤0.01% 1261
2025
Q4 		$688K Buy
+29,786
New +$654K 0.01% 1116

Other funds holding ETG

LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Merit Financial Group's ETG Position: Q2 2026 in Review

Merit Financial Group held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q2 2026 at 29,786 shares worth $701K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

Merit Financial Group first reported a position in ETG in Q4 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • Merit Financial Group held 29,786 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $701K as of Q2 2026.
  • Merit Financial Group left its Eaton Vance Tax-Advantaged Global Dividend Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1291 holding.
  • Merit Financial Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.