INDEPENDENT FINANCIAL GROUP, LLC
Position in EXG — Eaton Vance Tax-Managed Global Diversified Equity Income Fund
CIK 275484
SAN DIEGO, CA
Position in EXG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$442,465
-$68,809 QoQ
Shares Held
51,093
-4.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in EXG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $154,834,786 across 101 Asset Management names. EXG ranks #58 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,156,813 | $19,214,663 | |
| 2 | FSK |
FS KKR Capital Corp
|
1,396,710 | $14,218,507 | |
| 3 | PDI |
PIMCO Dynamic Income Fund
|
731,544 | $12,516,717 | |
| 4 | PSEC |
Prospect Capital Corp
|
3,460,351 | $9,031,516 | |
| 5 | ARCC |
Ares Capital Corp
|
273,308 | $4,925,010 | |
| 6 | PFL |
Pimco Income Strategy Fund
|
550,155 | $4,401,240 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
815,511 | $4,159,106 | |
| 8 | DSL |
DoubleLine Income Solutions Fund
|
366,801 | $3,972,454 |
All Filings in EXG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $442,465 | 51,093 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $511,274 | 53,649 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $487,414 | 53,562 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $495,530 | 56,632 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $478,688 | 58,807 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $470,371 | 57,573 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $591,599 | 67,844 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $659,623 | 78,062 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $388,799 | 47,647 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $418,331 | 54,188 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $399,365 | 54,188 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $432,669 | 54,630 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $451,652 | 57,830 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $359,561 | 47,624 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $367,024 | 50,624 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $228,401 | 29,624 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $292,601 | 30,134 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $379,617 | 35,578 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $257,322 | 25,758 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $262,731 | 25,758 | Shares | Sole | 2026-06-15 | |
| 2021-03-31 | $133,994 | 14,408 | Shares | Sole | 2026-06-15 | |
| 2020-12-31 | $93,839 | 10,700 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||