My Purposeful Wealth Corp. »

Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by My Purposeful Wealth Corp.

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

Historical chart of My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp. 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 My Purposeful Wealth Corp.

Quarter filed Position value Share count Share price at filing
2026-06-30 $360k 13k 27.68

More positions owned by My Purposeful Wealth Corp.

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Us Gwt (IUSG)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
Spdr Series Trust ST STR SP600SM C (SLYV)
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)
Tapestry (TPR)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for My Purposeful Wealth Corp.

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