Morey & Quinn Wealth Partners, LLC

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

CIK 2055521 OMAHA, NE

Position in EXG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,041,871

+$76,238 QoQ

Shares Held

106,205

-4.8% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#56

of 297 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Morey & Quinn Wealth Partners, LLC holds $4,090,920 across 9 Asset Management names. EXG ranks #1 (25.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund This page	106,205	$1,041,871
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund	45,926	$667,764
3	ERC	Allspring Multi-Sector Income Fund	61,031	$562,095
4	JHI	John Hancock Investors Trust	41,477	$552,473
5	RJF	Raymond James Financial Inc	2,440	$370,953
6	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	14,842	$276,654
7	FDUS	FIDUS INVESTMENT Corp	13,278	$253,211
8	FPF	First Trust Intermediate Duration Preferred & Income Fund	13,192	$239,698

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,041,871	106,205	-4.8%	Shares	Sole	2026-07-27
2026-03-31	$965,633	111,505	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,062,642	111,505	+7.0%	Shares	Sole	2026-01-27
2025-09-30	$948,101	104,187	0.0%	Shares	Sole	2025-10-28
2025-06-30	$911,636	104,187	+11.1%	Shares	Sole	2025-07-23
2025-03-31	$763,304	93,772	+6.1%	Shares	Sole	2025-04-17
2024-12-31	$721,999	88,372	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.