Presper Financial Architects, LLC ETG EATON VANCE TX ADV GLBL DIV

Ownership history in Presper Financial Architects, LLC  ·  4 quarters on record

AI Ownership Summary

Presper Financial Architects, LLC reported EATON VANCE TX ADV GLBL DIV (ETG) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.72% in 2025 Q2. The latest visible filing shows ETG at 0.12% 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 ETG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Presper Financial Architects, LLC's position in EATON VANCE TX ADV GLBL DIV, 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 Q1

ETG was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.72% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

How Presper Financial Architects, LLC held ETG — position size vs. price
% of Fund (quarterly)    ETG 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 Q1 REDUCED 10,010 -34,894 -77.7% 0.12% $201K 2026-04-29 $22.19
2025 Q4 ADDED 44,904 +1,077 +2.5% 0.59% $1.0M 2026-02-05 $22.37
2025 Q3 REDUCED 5.6% +9.6% 43,827 -2,579 -5.6% 0.54% $926K 2025-10-28 $21.07
2025 Q2 INITIATED 46,406 0.72% $972 2025-07-17 $19.52

FAQ About Presper Financial Architects, LLC and ETG

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

How long has Presper Financial Architects, LLC reported owning ETG?

Presper Financial Architects, LLC reported ETG across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ETG position in Presper Financial Architects, LLC's portfolio?

The largest reported portfolio weight for ETG was 0.72% in 2025 Q2.

What is the latest reported ETG position on this page?

The most recent filing on this page is 2026 Q1, when Presper Financial Architects, LLC reported 10,010 shares, equal to 0.12% of portfolio, with an estimated market value of $201K.

What does the chart on this ETG ownership page compare?

The chart compares Presper Financial Architects, LLC's quarterly ETG 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 Presper Financial Architects, LLC time their ETG position?

Based on 13F filing dates vs. subsequent ETG price moves, Presper Financial Architects, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on ETG relative to SPY over the holding period was -0.7%.

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