PFO
ETG

PMG Family Office’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

PMG Family Office’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 		$1.17M Buy
49,667
+295
+0.6% +$6.62K 1.08% 37
2026
Q1 		$993K Buy
49,372
+616
+1% +$13.8K 1.11% 35
2025
Q4 		$1.13M Buy
48,756
+5
+0% +$110 1.3% 28
2025
Q3 		$1.03M Buy
+48,751
New +$1.02M 1.15% 35

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

PMG Family Office's ETG Position: Q2 2026 in Review

PMG Family Office increased its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 0.6% in Q2 2026, buying an estimated $6.62K and bringing the position to 49,667 shares worth $1.17M. The position accounts for 1.08% of the portfolio, ranked #37.

PMG Family Office first reported a position in ETG in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • PMG Family Office held 49,667 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $1.17M as of Q2 2026.
  • PMG Family Office bought 295 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $6.62K.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 1.08% of PMG Family Office's portfolio in Q2 2026, its #37 holding.
  • PMG Family Office first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.