Summit Investment Advisory Services, LLC

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

CIK 1914395 ROSEVILLE, MN

Position in EXG

as of Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$138,014

-$10,673 QoQ

Shares Held

15,937

+2.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

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

Financial Services · as of Mar 31, 2026

Summit Investment Advisory Services, LLC holds $2,752,941 across 5 Asset Management names. EXG ranks #5 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	78,671	$1,306,725
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	41,700	$575,043
3	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	19,590	$480,934
4	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	18,451	$252,225
5	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund This page	15,937	$138,014

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$138,014	15,937	+2.1%	Shares	Sole	2026-04-23
2025-12-31	$148,687	15,602	+2.1%	Shares	Sole	2026-02-04
2025-09-30	$139,020	15,277	+2.2%	Shares	Sole	2025-11-07
2025-06-30	$130,768	14,945	+2.4%	Shares	Sole	2025-11-07
2025-03-31	$118,852	14,601	+2.4%	Shares	Sole	2025-04-11
2024-12-31	$116,504	14,260	+2.4%	Shares	Sole	2025-01-21
2024-09-30	$121,460	13,929	+4.8%	Shares	Sole	2024-10-16
2024-03-31	$108,470	13,293	+2.1%	Shares	Sole	2024-04-18
2023-12-31	$100,514	13,020	+2.2%	Shares	Sole	2024-01-18
2023-09-30	$93,849	12,734	+2.1%	Shares	Sole	2023-10-10
2023-06-30	$98,730	12,466	+1.4%	Shares	Sole	2023-07-26
2023-03-31	$96,000	12,292	0.0%	Shares	Sole	2023-04-17
2022-12-31	$92,804	12,292	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.