Wealth Enhancement Advisory Services
ETG

Wealth Enhancement Advisory Services’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.28M Buy
54,891
+272
+0.5% +$6.1K ﹤0.01% 1893
2026
Q1 		$1.12M Sell
54,619
-23,236
-30% -$521K ﹤0.01% 1722
2025
Q4 		$1.82M Sell
77,855
-10,045
-11% -$220K ﹤0.01% 1565
2025
Q3 		$1.89M Buy
87,900
+718
+0.8% +$15K ﹤0.01% 1475
2025
Q2 		$1.85M Buy
87,182
+5,669
+7% +$109K ﹤0.01% 1393
2025
Q1 		$1.49M Sell
81,513
-4,776
-6% -$89.2K ﹤0.01% 1399
2024
Q4 		$1.57M Sell
86,289
-1,498
-2% -$28.5K ﹤0.01% 1304
2024
Q3 		$1.71M Buy
87,787
+1,327
+2% +$24.9K ﹤0.01% 1137
2024
Q2 		$1.61M Sell
86,460
-1,165
-1% -$21.1K ﹤0.01% 1081
2024
Q1 		$1.6M Sell
87,625
-5,771
-6% -$102K ﹤0.01% 1037
2023
Q4 		$1.6M Buy
93,396
+1,185
+1% +$18.8K ﹤0.01% 979
2023
Q3 		$1.42M Buy
+92,211
New +$1.53M ﹤0.01% 976

Other funds holding ETG

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return