Ownership history in Formidable Asset Management, LLC · 46 quarters on record
This page tracks every 13F SEC filing in which Formidable Asset Management, LLC reported a position in EATON VANCE TAX MNGD GBL DV EQ (EXG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 916,333 | -63,766 | -6.5% | 1.21% | $8.3M | $9.33 |
| 2025 Q3 | REDUCED | 980,099 | -41,942 | -4.1% | 1.35% | $8.6M | $8.72 |
| 2025 Q2 | UNCHANGED | 1,022,041 | — | 0% | 1.39% | $8.3M | $8.20 |
| 2025 Q1 | REDUCED | 1,022,041 | -28,121 | -2.7% | 1.39% | $8.3M | $7.45 |
| 2024 Q4 | REDUCED | 1,050,162 | -15,419 | -1.4% | 1.41% | $8.6M | $7.30 |
| 2024 Q3 | REDUCED | 1,065,581 | -71,242 | -6.3% | 1.48% | $9.3M | $7.61 |
| 2024 Q2 | REDUCED | 1,136,823 | -52,761 | -4.4% | 1.55% | $9.6M | $7.20 |
| 2024 Q1 | REDUCED | 1,189,584 | -50,668 | -4.1% | 1.58% | $9.7M | $6.79 |
| 2023 Q4 | REDUCED | 1,240,252 | -15,452 | -1.2% | 1.99% | $9.6M | $6.29 |
| 2023 Q3 | ADDED | 1,255,704 | +1,682 | +0.1% | 2.05% | $9.3M | $5.87 |
As of 2025 Q4 — sorted by position size