EXG — EATON VANCE TAX-MANAGED GLOB

Ownership history in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC  ·  11 quarters on record

AI Ownership Summary

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported EATON VANCE TAX-MANAGED GLOB (EXG) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows EXG at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EXG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's position in EATON VANCE TAX-MANAGED GLOB, 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

EXG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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
2023 Q4 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.

EXG stock page WEALTH ENHANCEMENT ADVISORY SERVICES, LLC fund profile WEALTH ENHANCEMENT ADVISORY SERVICES, LLC full holdings
How WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held EXG — position size vs. price
% of Fund (quarterly)    EXG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 40,763 -1,097 -2.6% 0.00% $360K 2026-04-08 $9.09
2025 Q4 REDUCED 41,860 -3,414 -7.5% 0.00% $404K 2026-01-08 $9.47
2025 Q3 REDUCED 45,274 -17,897 -28.3% 0.00% $416K 2025-10-29 $8.89
2025 Q2 ADDED 63,171 +6,382 +11.2% 0.00% $561K 2025-07-10 $8.35
2025 Q1 ADDED 56,789 +13,169 +30.2% 0.00% $462K 2025-04-16 $7.02
2024 Q4 UNCHANGED 43,620 — 0% 0.00% $380K 2025-01-10 $7.31
2024 Q3 REDUCED 43,620 -30 -0.1% 0.00% $380K 2024-10-24 $7.41
2024 Q2 ADDED 43,650 +24,033 +122.5% 0.00% $369K 2024-07-16 $7.47
2024 Q1 ADDED 19,617 +4,628 +30.9% 0.00% $160K 2024-04-15 $6.55
2023 Q4 REDUCED 14,989 -22,856 -60.4% 0.00% $116K 2024-01-30 $6.43
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EXG

As of 2026 Q1 — sorted by position size

Northstar Advisory Group, LLC 3Y 0.34% David J Yvars Group 3Y 0.3% Post Resch Tallon Group Inc. 0.28% CoreCap Advisors, LLC 3Y 0.12% MKT Advisors LLC 3Y 0.09% Investment Partners Asset Management, Inc. 0.06% JGP Wealth Management, LLC 3Y 7Y 0.05% PFS Partners, LLC 0.04% First Heartland Consultants, Inc. 3Y 7Y 0.02% SAX WEALTH ADVISORS, LLC 3Y 0.01%

FAQ About WEALTH ENHANCEMENT ADVISORY SERVICES, LLC and EXG

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

How long has WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported owning EXG?

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported EXG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EXG position in WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio?

The largest reported portfolio weight for EXG was 0.00% in 2025 Q2.

What is the latest reported EXG position on this page?

The most recent filing on this page is 2026 Q1, when WEALTH ENHANCEMENT ADVISORY SERVICES, LLC reported 40,763 shares, equal to 0.00% of portfolio, with an estimated market value of $360K.

What does the chart on this EXG ownership page compare?

The chart compares WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's quarterly EXG 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.

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