HHM Wealth Advisors, LLC

Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund

CIK 1750086 CHATTANOOGA, TN

Position in EXG

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$47,333

+$6,398 QoQ

Shares Held

4,825

+2.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#17

of 28 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

HHM Wealth Advisors, LLC holds $1,725,165 across 27 Asset Management names. EXG ranks #8 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	4,207	$495,037
2	KKR	KKR & Co. Inc.	3,599	$330,316
3	ASST	Strive, Inc.	13,000	$141,830
4	MAIN	Main Street Capital CORP	2,709	$140,542
5	DNP	Dnp Select Income Fund Inc	8,599	$92,783
6	BLK	BlackRock, Inc.	96	$92,309
7	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	3,878	$56,386
8	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund This page	4,825	$47,333

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,333	4,825	+2.1%	Shares	Sole	2026-07-13
2026-03-31	$40,935	4,727	+2.1%	Shares	Sole	2026-04-17
2025-12-31	$44,104	4,628	+2.1%	Shares	Sole	2026-01-22
2025-09-30	$41,232	4,531	-8.1%	Shares	Sole	2025-10-29
2025-06-30	$43,155	4,932	+2.1%	Shares	Sole	2025-08-11
2025-03-31	$39,316	4,830	+2.1%	Shares	Sole	2025-05-08
2024-12-31	$38,644	4,730	+2.1%	Shares	Sole	2025-01-24
2024-09-30	$40,382	4,631	+826.2%	Shares	Sole	2024-11-12
2024-06-30	$4,225	500	0.0%	Shares	Sole	2024-08-07
2024-03-31	$4,080	500	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.