Kingsview Wealth Management, LLC
Position in ETG — Eaton Vance Tax-Advantaged Global Dividend Income Fund
CIK 1791965
GRANTS PASS, OR
Position in ETG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$485,253
+$47,080 QoQ
Shares Held
20,614
-5.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 138 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $103,095,248 across 58 Asset Management names. ETG ranks #28 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
972,794 | $18,356,622 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
578,626 | $17,457,146 | |
| 3 | BLK |
BlackRock, Inc.
|
9,112 | $8,761,734 | |
| 4 | NSLR |
Neostellar Capital Corp.
|
564,301 | $7,076,334 | |
| 5 | AMP |
Ameriprise Financial Inc
|
13,090 | $6,005,167 | |
| 6 | APO |
Apollo Global Management, Inc.
|
42,344 | $5,009,718 | |
| 7 | ARES |
Ares Management Corp
|
41,769 | $4,649,307 | |
| 8 | HLNE |
Hamilton Lane INC
|
50,385 | $3,971,848 |
All Filings in ETG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,253 | 20,614 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $438,173 | 21,778 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $513,212 | 22,217 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $469,445 | 22,217 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $465,223 | 22,217 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $404,720 | 22,213 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $395,919 | 21,718 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $392,513 | 20,191 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $420,418 | 22,591 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $413,216 | 22,642 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $564,231 | 32,996 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $517,275 | 33,633 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $461,704 | 27,647 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $446,499 | 27,647 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $417,575 | 27,654 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $435,406 | 28,854 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $462,179 | 28,689 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $549,259 | 26,689 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $606,640 | 26,689 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $568,133 | 26,698 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $560,658 | 26,698 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $530,282 | 27,778 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $517,898 | 28,378 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $421,980 | 28,378 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $449,505 | 31,478 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $385,722 | 32,278 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||