B. Riley Wealth Advisors, Inc.
Position in ETG — Eaton Vance Tax-Advantaged Global Dividend Income Fund
CIK 1464811
MEMPHIS, TN
Position in ETG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$259,858
-$364,674 QoQ
Shares Held
11,039
-67.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#78
of 138 holders
Holding Since
Dec 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. ETG ranks #41 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in ETG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,858 | 11,039 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $624,532 | 33,559 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $473,587 | 25,950 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $457,425 | 26,750 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $399,111 | 25,950 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $433,365 | 25,950 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $416,508 | 25,790 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $333,106 | 22,060 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $322,186 | 21,351 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $362,410 | 22,496 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $436,933 | 21,231 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $481,944 | 21,203 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $450,689 | 21,179 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $405,405 | 19,305 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $368,150 | 19,285 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $300,668 | 16,475 | Shares | Other | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||