Sowell Financial Services LLC
Position in ETG — Eaton Vance Tax-Advantaged Global Dividend Income Fund
CIK 1633697
NORTH LITTLE ROCK, AR
Position in ETG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$223,253
+$16,508 QoQ
Shares Held
9,484
+6.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#88
of 138 holders
Holding Since
Mar 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, 2026Sowell Financial Services LLC holds $47,562,599 across 64 Asset Management names. ETG ranks #39 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTZ |
Blackrock Credit Allocation Income Trust
|
761,468 | $7,782,202 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
122,009 | $5,196,363 | |
| 3 | LIEN |
Chicago Atlantic BDC, Inc.
|
511,387 | $4,996,250 | |
| 4 | FLC |
Flaherty & Crumrine Total Return Fund Inc
|
204,611 | $3,457,925 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
112,147 | $1,825,753 | |
| 6 | JQC |
Nuveen Credit Strategies Income Fund
|
321,246 | $1,561,255 | |
| 7 | BX |
Blackstone Inc.
|
12,954 | $1,524,297 | |
| 8 | ERC |
Allspring Multi-Sector Income Fund
|
147,782 | $1,361,072 |
All Filings in ETG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,253 | 9,484 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $206,745 | 8,950 | Shares | Sole | 2026-01-21 | |
| 2024-03-31 | $385,002 | 21,096 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $391,692 | 22,906 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $439,729 | 28,591 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $476,451 | 28,530 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $461,437 | 28,572 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $431,542 | 28,579 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $465,813 | 30,869 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $406,294 | 25,220 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $449,735 | 19,786 | Shares | Sole | 2022-02-09 | |
| 2021-03-31 | $5,669 | 297 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $5,365 | 294 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $4,371 | 294 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,198 | 294 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,513 | 294 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||