SeaCrest Wealth Management
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SeaCrest Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

SeaCrest Wealth Management’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
Q3 		$180K Hold
19,166
– – 0.02% 520
2026
Q2 		$188K Hold
19,166
– – 0.02% 533
2026
Q1 		$166K Sell
19,166
-1,200
-6% -$11.3K 0.02% 618
2025
Q4 		$196K Sell
20,366
-4,000
-16% -$36.8K 0.02% 607
2025
Q3 		$225K Sell
24,366
-372
-2% -$3.3K 0.02% 553
2025
Q2 		$216K Sell
24,738
-2,718
-10% -$22.5K 0.02% 553
2025
Q1 		$223K Hold
27,456
– – 0.03% 586
2024
Q4 		$224K Hold
27,456
– – 0.02% 588
2024
Q3 		$239K Sell
27,456
-1,108
-4% -$9.32K 0.03% 564
2024
Q2 		$241K Buy
28,564
+2
+0% +$16 0.03% 529
2024
Q1 		$233K Sell
28,562
-2,763
-9% -$21.8K 0.03% 522
2023
Q4 		$240K Sell
31,325
-147
-0.5% -$1.09K 0.03% 527
2023
Q3 		$232K Buy
31,472
+1
+0% +$8 0.03% 521
2023
Q2 		$249K Buy
31,471
+1,000
+3% +$7.82K 0.03% 518
2023
Q1 		$238K Buy
30,471
+6,200
+26% +$47.9K 0.03% 536
2022
Q4 		$183K Sell
24,271
-3,000
-11% -$23K 0.03% 578
2022
Q3 		$198K Sell
27,271
-4,098
-13% -$34.1K 0.03% 552
2022
Q2 		$242K Hold
31,369
– – 0.03% 537
2022
Q1 		$305K Sell
31,369
-6,000
-16% -$58.1K 0.04% 500
2021
Q4 		$399K Hold
37,369
– – 0.04% 420
2021
Q3 		$373K Hold
37,369
– – 0.05% 427
2021
Q2 		$381K Buy
37,369
+1,000
+3% +$9.9K 0.05% 423
2021
Q1 		$338K Hold
36,369
– – 0.04% 422
2020
Q4 		$319K Hold
36,369
– – 0.04% 411
2020
Q3 		$268K Hold
36,369
– – 0.04% 429
2020
Q2 		$268K Hold
36,369
– – 0.05% 429
2020
Q1 		$232K Sell
36,369
-1,198
-3% -$9.6K 0.05% 397
2019
Q4 		$330K Buy
37,567
+14,975
+66% +$127K 0.06% 377
2019
Q3 		$186K Buy
22,592
+125
+0.6% +$1.02K 0.03% 499
2019
Q2 		$186K Sell
22,467
-1,128
-5% -$9.18K 0.04% 470
2019
Q1 		$192K Hold
23,595
– – 0.03% 479
2018
Q4 		$176K Hold
23,595
– – 0.04% 462
2018
Q3 		$224K Hold
23,595
– – 0.04% 468
2018
Q2 		$219K Hold
23,595
– – 0.04% 460
2018
Q1 		$215K Sell
23,595
-300
-1% -$2.79K 0.04% 470
2017
Q4 		$224K Buy
+23,895
New +$223K 0.04% 454

Other funds holding EXG

CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
KMG Fiduciary Partners
KMG Fiduciary Partners Toledo, Ohio $1.02B AUM 27.47% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Post Resch Tallon Group
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

SeaCrest Wealth Management's EXG Position: Q3 2026 in Review

SeaCrest Wealth Management held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q3 2026 at 19,166 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #520.

SeaCrest Wealth Management first reported a position in EXG in Q4 2017 and has held it in 36 quarters since. The position peaked at $399K in Q4 2021. 67 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • SeaCrest Wealth Management held 19,166 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $180K as of Q3 2026.
  • SeaCrest Wealth Management left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.02% of SeaCrest Wealth Management's portfolio in Q3 2026, its #520 holding.
  • SeaCrest Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2017 and has held it in 36 quarters since.
  • SeaCrest Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $399K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.