UAG
ETG

United Advisor Group’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

United Advisor Group’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
Q2 		$325K Buy
13,797
+1,904
+16% +$42.7K 0.03% 409
2026
Q1 		$239K Buy
11,893
+1,819
+18% +$40.8K 0.03% 448
2025
Q4 		$233K Buy
10,074
+31
+0.3% +$680 0.03% 443
2025
Q3 		$212K Buy
+10,043
New +$210K 0.03% 434

Other funds holding ETG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Advisor Group's ETG Position: Q2 2026 in Review

United Advisor Group increased its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 16% in Q2 2026, buying an estimated $42.7K and bringing the position to 13,797 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #409.

United Advisor Group first reported a position in ETG in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold ETG as of Q2 2026.

  • United Advisor Group held 13,797 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $325K as of Q2 2026.
  • United Advisor Group bought 1,904 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q2 2026, an estimated $42.7K.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #409 holding.
  • United Advisor Group first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.