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

Wealth Preservation 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	–	Sell	-850	Closed	-$8.1K	–	1079
2025 Q4	$8.1K	Hold	850	–	–	﹤0.01%	316
2025 Q3	$7.74K	Hold	850	–	–	﹤0.01%	312
2025 Q2	$7.44K	Hold	850	–	–	﹤0.01%	322
2025 Q1	$6.92K	Buy	+850	New	+$7.11K	﹤0.01%	346

Other funds holding EXG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wealth Preservation Advisors's EXG Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2026, closing a stake of 850 shares — an estimated $8.1K sold.

Wealth Preservation Advisors first reported a position in EXG in Q1 2025 and held it in 4 quarters. The position peaked at $8.1K in Q4 2025. 296 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

Wealth Preservation Advisors reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 850 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2026, an estimated $8.1K.
Wealth Preservation Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $8.1K in Q4 2025.
296 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.