Impact Partnership Wealth, LLC
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 1984555
MARIETTA, GA
Position in EXG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$108,734
+$14,687 QoQ
Shares Held
11,084
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#201
of 296 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Impact Partnership Wealth, LLC holds $4,807,960 across 9 Asset Management names. EXG ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TROW |
Price T Rowe Group Inc
|
17,996 | $2,045,965 | |
| 2 | SEIC |
Sei Investments Co
|
9,851 | $864,031 | |
| 3 | 11,652 | $605,321 | |||
| 4 | BEN |
Franklin Resources Inc
|
12,136 | $403,764 | |
| 5 | FSCO |
FS Credit Opportunities Corp.
|
62,933 | $314,035 | |
| 6 | WT |
WisdomTree, Inc.
|
12,501 | $211,766 | |
| 7 | FSK |
FS KKR Capital Corp
|
14,285 | $149,992 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
This page
|
11,084 | $108,734 |
All Filings in EXG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,734 | 11,084 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $94,047 | 10,860 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $100,741 | 10,571 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $94,185 | 10,350 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $88,593 | 10,125 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||