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

Presper Financial Architects’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	$236K	Hold	10,010	–	–	0.12%	46
2026 Q1	$201K	Sell	10,010 -34,894	-78%	-$782K	0.12%	50
2025 Q4	$1.04M	Buy	44,904 +1,077	+2%	+$23.6K	0.59%	16
2025 Q3	$926K	Sell	43,827 -2,579	-6%	-$53.8K	0.54%	16
2025 Q2	$972K	Buy	+46,406	New	+$889K	0.72%	14

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Presper Financial Architects's ETG Position: Q2 2026 in Review

Presper Financial Architects held its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) position steady in Q2 2026 at 10,010 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #46.

Presper Financial Architects first reported a position in ETG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.04M in Q4 2025. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

Presper Financial Architects held 10,010 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $236K as of Q2 2026.
Presper Financial Architects 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 0.12% of Presper Financial Architects's portfolio in Q2 2026, its #46 holding.
Presper Financial Architects first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q2 2025 and has held it in 5 quarters since.
Presper Financial Architects's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $1.04M in Q4 2025.
138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on Presper Financial Architects's 13F filing for Q2 2026, filed 11 Aug 2026.