Semus Wealth Partners LLC

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

CIK 1964775 Boca Raton, FL

Position in EXG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$369,886

+$49,977 QoQ

Shares Held

37,705

+2.1% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#97

of 296 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Semus Wealth Partners LLC holds $847,719 across 4 Asset Management names. EXG ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund This page	37,705	$369,886
2	UTG	Reaves Utility Income Fund	5,227	$212,843
3	BIT	BlackRock Multi-Sector Income Trust	12,250	$153,370
4	ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	13,497	$111,620

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$369,886	37,705	+2.1%	Shares	Sole	2026-08-10
2026-03-31	$319,909	36,941	+2.1%	Shares	Sole	2026-04-24
2025-12-31	$344,671	36,167	+2.1%	Shares	Sole	2026-01-27
2025-09-30	$322,258	35,413	+2.2%	Shares	Sole	2025-10-22
2025-06-30	$303,108	34,641	+2.4%	Shares	Sole	2025-08-11
2025-03-31	$275,473	33,842	+2.4%	Shares	Sole	2025-05-07
2024-12-31	$270,059	33,055	+2.4%	Shares	Sole	2025-01-31
2024-09-30	$281,525	32,285	+2.3%	Shares	Sole	2024-11-07
2024-06-30	$266,741	31,567	-1.3%	Shares	Sole	2024-07-31
2024-03-31	$260,867	31,969	+2.8%	Shares	Sole	2024-05-07
2023-12-31	$240,014	31,090	-5.6%	Shares	Sole	2024-01-23
2023-09-30	$242,613	32,919	+2.1%	Shares	Sole	2023-10-31
2023-06-30	$255,317	32,237	+2.1%	Shares	Sole	2023-08-01
2023-03-31	$246,475	31,559	+5.5%	Shares	Sole	2023-04-24
2022-12-31	$225,775	29,904	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.