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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EVT holding history

Eaton Vance Tax-Advantaged Dividend Income Fund in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EVT overviewAll 13F holders of EVTFull Q2 2026 holdings

Shares (Q2 2026)
30,567
Value
$846.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of EVT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,567$846.1K<0.1%+3,528+13.0%AddedHolders
Q1 202627,039$663.8K<0.1%+540+2.0%AddedHolders
Q4 202526,499$667.2K<0.1%+3,402+14.7%AddedHolders
Q3 202523,097$564.7K<0.1%−1,639−6.6%ReducedHolders
Q2 202524,736$596.1K<0.1%+2,992+13.8%AddedHolders
Q1 202521,744$506.0K<0.1%+2,239+11.5%AddedHolders
Q4 202419,505$469.1K<0.1%+755+4.0%AddedHolders
Q3 202418,750$462.9K<0.1%−433−2.3%ReducedHolders
Q2 202419,183$446.8K<0.1%+882+4.8%AddedHolders
Q1 202418,301$431.9K<0.1%+313+1.7%AddedHolders
Q4 202317,988$400.2K<0.1%+17,988NewHolders
Q2 20230$00.0%−21,776−100.0%Sold outHolders
Q1 202321,776$492.4K<0.1%−1,400−6.0%ReducedHolders
Q4 202223,176$528.4K<0.1%−4,533−16.4%ReducedHolders
Q3 202227,709$603.0K<0.1%−672−2.4%ReducedHolders
Q2 202228,381$677.0K<0.1%−6,222−18.0%ReducedHolders
Q1 202234,603$1.00M<0.1%−1,253−3.5%ReducedHolders
Q4 202135,856$1.07M<0.1%−93−0.3%ReducedHolders
Q3 202135,949$987.0K<0.1%+2,769+8.3%AddedHolders
Q2 202133,180$917.0K<0.1%−212−0.6%ReducedHolders
Q1 202133,392$877.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.