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

Stratos Wealth Advisors’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	$235K	Hold	24,000	–	–	0.01%	570
2026 Q1	$208K	Hold	24,000	–	–	0.01%	576
2025 Q4	$229K	Sell	24,000 -24	-0.1%	-$221	0.01%	600
2025 Q3	$219K	Hold	24,024	–	–	0.01%	627
2025 Q2	$210K	Hold	24,024	–	–	0.01%	625
2025 Q1	$196K	Hold	24,024	–	–	0.01%	634
2024 Q4	$196K	Hold	24,024	–	–	0.01%	685
2024 Q3	$209K	Buy	24,024 +2,000	+9%	+$16.8K	0.01%	696
2024 Q2	$186K	Hold	22,024	–	–	0.01%	674
2024 Q1	$180K	Hold	22,024	–	–	0.01%	638
2023 Q4	$170K	Hold	22,024	–	–	0.01%	652
2023 Q3	$162K	Buy	22,024 +24	+0.1%	+$187	0.01%	636
2023 Q2	$174K	Hold	22,000	–	–	0.01%	602
2023 Q1	$172K	Hold	22,000	–	–	0.01%	580
2022 Q4	$166K	Buy	+22,000	New	+$168K	0.01%	550

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Stratos Wealth Advisors's EXG Position: Q2 2026 in Review

Stratos Wealth Advisors held its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) position steady in Q2 2026 at 24,000 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #570.

Stratos Wealth Advisors first reported a position in EXG in Q4 2022 and has held it in 15 quarters since. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

Stratos Wealth Advisors held 24,000 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $235K as of Q2 2026.
Stratos Wealth Advisors left its Eaton Vance Tax-Managed Global Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Stratos Wealth Advisors's portfolio in Q2 2026, its #570 holding.
Stratos Wealth Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2022 and has held it in 15 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 Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.