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

Prospera Financial 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 		$217K Buy
22,102
+902
+4% +$8.46K ﹤0.01% 1368
2026
Q1 		$184K Buy
21,200
+8,603
+68% +$80.8K ﹤0.01% 1358
2025
Q4 		$120K Buy
12,597
+1,757
+16% +$16.2K ﹤0.01% 1325
2025
Q3 		$98.6K Sell
10,840
-1,333
-11% -$11.8K ﹤0.01% 1327
2025
Q2 		$107K Sell
12,173
-5,000
-29% -$41.4K ﹤0.01% 1279
2025
Q1 		$140K Buy
17,173
+1,994
+13% +$16.7K ﹤0.01% 1130
2024
Q4 		$124K Hold
15,179
– – ﹤0.01% 1108
2024
Q3 		$132K Sell
15,179
-2,282
-13% -$19.2K ﹤0.01% 1089
2024
Q2 		$148K Buy
+17,461
New +$143K ﹤0.01% 1090
2024
Q1 		– Sell
-10,319
Closed -$79.7K – 1109
2023
Q4 		$79.7K Sell
10,319
-528
-5% -$3.92K ﹤0.01% 1024
2023
Q3 		$79.9K Buy
+10,847
New +$84.5K ﹤0.01% 980
2022
Q2 		– Sell
-8,189
Closed -$80K – 1920
2022
Q1 		$80K Buy
+8,189
New +$79.2K ﹤0.01% 1188

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Prospera Financial Services's EXG Position: Q2 2026 in Review

Prospera Financial Services increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 4.3% in Q2 2026, buying an estimated $8.46K and bringing the position to 22,102 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

Prospera Financial Services first reported a position in EXG in Q1 2022 and has held it in 12 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • Prospera Financial Services held 22,102 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $217K as of Q2 2026.
  • Prospera Financial Services bought 902 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $8.46K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1368 holding.
  • Prospera Financial Services first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2022 and has held it in 12 quarters since.
  • 297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.