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Eaton V.Tax-Advantaged Dividend Inc Fund shares owned by Summit Financial

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

Historical chart of Summit Financial investment in Eaton V.Tax-Advantaged Dividend Inc Fund

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

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Quarterly reported holdings in Eaton V.Tax-Advantaged Dividend Inc Fund by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $458k 19k 24.45
2025-06-30 $452k 19k 24.10

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Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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

Morgan Stanley
Raymond James Financial
UBS Group
1607 Capital Partners
McGowan Group Asset Management
Wells Fargo & Company
Joel Isaacson & Co
Karpus Investment Management
LPL Financial
Stratos Wealth Partners
Guggenheim Capital, LLC Managers
Ameriprise Financial
Kingstone Capital Partners Texas
Advisors Asset Management
Polar Securities

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