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
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 $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Advisor Group's ETG Position: Q1 2026 in Review

United Advisor Group increased its Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) stake by 18% in Q1 2026, buying an estimated $40.8K and bringing the position to 11,893 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #448.

United Advisor Group first reported a position in ETG in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold ETG as of Q1 2026.

  • United Advisor Group held 11,893 shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund worth $239K as of Q1 2026.
  • United Advisor Group bought 1,819 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2026, an estimated $40.8K.
  • Eaton Vance Tax-Advantaged Global Dividend Income Fund made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #448 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 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.