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U.S. Capital Wealth Advisors’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

U.S. Capital 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
Q1 		$172K Sell
19,809
-18
-0.1% -$169 ﹤0.01% 968
2025
Q4 		$189K Buy
+19,827
New +$182K ﹤0.01% 942
2023
Q1 		– Sell
-750
Closed -$5.66K – 921
2022
Q4 		$5.66K Sell
750
-337,833
-100% -$2.59M ﹤0.01% 1363
2022
Q3 		$2.46M Hold
338,583
– – 0.12% 160
2022
Q2 		$2.61M Hold
338,583
– – 0.11% 175
2022
Q1 		$3.29M Hold
338,583
– – 0.12% 178
2021
Q4 		$3.61M Hold
338,583
– – 0.14% 163
2021
Q3 		$3.38M Buy
+338,583
New +$3.53M 0.15% 158

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return