Prospera Financial Services Inc

Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund

CIK 1541625 Dallas, TX

Position in EVT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$952,967

+$114,634 QoQ

Shares Held

34,428

+0.8% QoQ

Ownership

0.046%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#10

of 49 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Prospera Financial Services Inc holds $134,425,085 across 80 Asset Management names. EVT ranks #24 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	249,715	$29,383,964
2	PSLV	Sprott Physical Silver Trust	1,340,709	$25,299,178
3	PHYS	Sprott Physical Gold Trust	472,542	$14,256,592
4	BLK	BlackRock, Inc.	10,338	$9,940,607
5	NUV	Nuveen Municipal Value Fund Inc	476,073	$4,389,393
6	NXP	Nuveen Select Tax Free Income Portfolio	209,878	$3,003,354
7	ARCC	Ares Capital Corp	152,696	$2,829,456
8	GDV	Gabelli Dividend & Income Trust	88,163	$2,591,992

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$952,967	34,428	+0.8%	Shares	Sole	2026-07-15
2026-03-31	$838,333	34,148	+7.3%	Shares	Sole	2026-04-14
2025-12-31	$801,303	31,823	+3.4%	Shares	Sole	2026-02-09
2025-09-30	$752,326	30,770	+14.7%	Shares	Sole	2025-11-06
2025-06-30	$646,265	26,816	-3.5%	Shares	Sole	2025-08-06
2025-03-31	$646,975	27,803	+89.0%	Shares	Sole	2025-05-15
2024-12-31	$353,799	14,711	+51.5%	Shares	Sole	2025-02-13
2022-12-31	$221,410	9,711	-12.1%	Shares	Sole	2023-02-08
2022-09-30	$240,381	11,052	+1527.7%	Shares	Sole	2022-10-27
2022-06-30	$16,207	679	-96.0%	Shares	Sole	2022-08-08
2022-03-31	$494,920	17,078	+40.5%	Shares	Sole	2022-05-04
2021-12-31	$362,127	12,156	+127.2%	Shares	Sole	2022-02-10
2020-09-30	$105,395	5,350	—	Shares	Sole	2020-11-04
No filing history on record for this holder in this stock.