Sound Income Strategies’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Sound Income Strategies’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 Q1	–	Sell	-1,063	Closed	-$24.4K	–	2632
2025 Q4	$24.4K	Buy	+1,063	New	+$23.3K	﹤0.01%	1070

Other funds holding ETG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBCM

Heron Bay Capital Management Bloomfield Hills, Michigan $1.1B AUM 11.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sound Income Strategies's ETG Position: Q1 2026 in Review

Sound Income Strategies sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2026, closing a stake of 1,063 shares — an estimated $24.4K sold.

Sound Income Strategies first reported a position in ETG in Q4 2025 and held it in 1 quarter. The position peaked at $24.4K in Q4 2025. 125 funds tracked by Wall St. Rank hold ETG as of Q1 2026.

Sound Income Strategies reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 1,063 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2026, an estimated $24.4K.
Sound Income Strategies first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q4 2025 and held it in 1 quarter.
Sound Income Strategies's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $24.4K in Q4 2025.
125 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.