PMG Family Office LLC ETO — EATON VANCE TAX-ADVANTAGED G

Ownership history in PMG Family Office LLC  ·  4 quarters on record

AI Ownership Summary

PMG Family Office LLC reported EATON VANCE TAX-ADVANTAGED G (ETO) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.26% in 2025 Q4. The latest visible filing shows ETO at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ETO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PMG Family Office LLC's position in EATON VANCE TAX-ADVANTAGED G, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ETO was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ETO stock page PMG Family Office LLC fund profile PMG Family Office LLC full holdings
How PMG Family Office LLC held ETO — position size vs. price
% of Fund (quarterly)    ETO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 8,202 +198 +2.5% 0.23% $253K 2026-07-16 $30.69
2026 Q1 ADDED — — — 8,004 +562 +7.6% 0.24% $213K 2026-04-17 $29.04
2025 Q4 REDUCED 5.0% -10.6% ✅ 7,442 -393 -5.0% 0.26% $226K 2026-01-28 $29.26
2025 Q3 INITIATED — — — 7,835 — — 0.24% $216K 2025-12-22 $28.04

🏢 Other funds also holding ETO

As of 2026 Q2 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 0.89% Formidable Asset Management, LLC 3Y 7Y 0.21% Hennion & Walsh Asset Management, Inc. 3Y 0.05% Holos Integrated Wealth LLC 0.02% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% GoalVest Advisory LLC 3Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0% Spire Wealth Management 3Y 0.0% Farther Finance Advisors, LLC 0.0% JFS WEALTH ADVISORS, LLC 3Y 7Y 0.0%

FAQ About PMG Family Office LLC and ETO

These are the practical questions this page is built to answer before you even open the full history table.

How long has PMG Family Office LLC reported owning ETO?

PMG Family Office LLC reported ETO across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported ETO position in PMG Family Office LLC's portfolio?

The largest reported portfolio weight for ETO was 0.26% in 2025 Q4.

What is the latest reported ETO position on this page?

The most recent filing on this page is 2026 Q2, when PMG Family Office LLC reported 8,202 shares, equal to 0.23% of portfolio, with an estimated market value of $253K.

What does the chart on this ETO ownership page compare?

The chart compares PMG Family Office LLC's quarterly ETO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did PMG Family Office LLC time their ETO position?

Based on 13F filing dates vs. subsequent ETO price moves, PMG Family Office LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on ETO relative to SPY over the holding period was -1.2%.

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