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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC → EXG
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC EXG Position History
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
Quarters held
7
Latest value
$5.1M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $3.1M |
| Q4 2025 | $2.2M |
| Q4 2025 | $3M |
| Q1 2026 | $2.2M |
| Q2 2026 | $6.2M |
| Q3 2026 | $5.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.1M | 101.4K | — | — |
| Q2 2026 | $6.2M | 121.4K | — | — |
| Q1 2026 | $2.2M | 43.5K | — | — |
| Q4 2025 | $3M | 57.7K | — | — |
| Q4 2025 | $2.2M | 153.0K | — | — |
| Q3 2025 | $3.1M | 59.8K | — | — |
| Q3 2025 | $2M | 143.5K | — | — |
Other funds holding EXG
$382.7M
$335M
$231.8M
$230.3M
$229.9M
$217.2M
$207.3M
$205.7M