Integrated Wealth Concepts »

Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Eaton V.Tax-Advantaged Dividend Inc Fund

Tip: Access up to 7 years of quarterly data

All positions including Eaton V.Tax-Advantaged Dividend Inc Fund held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $74k 2.7k 27.68
2022-06-30 $217k 9.1k 23.92

More positions owned by Integrated Wealth Concepts

Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Betabuilders I (BBIN)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Etf Ser Solutions Aptus Int Enh Yl (IDUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Eaton V.Tax-Advantaged Dividend Inc Fund

Raymond James Financial
Morgan Stanley
1607 Capital Partners
UBS Group
Bank of America Corporation
McGowan Group Asset Management
Wells Fargo & Company
Joel Isaacson & Co
LPL Financial
Stratos Wealth Partners
Karpus Investment Management
Guggenheim Capital, LLC Managers
Kingstone Capital Partners Texas
Advisor Group Holdings
Private Advisor

View all funds holding Eaton V.Tax-Advantaged Dividend Inc Fund