Founders Financial Alliance, LLC EVT — EATON VANCE TAX ADVANTAG

Ownership history in Founders Financial Alliance, LLC  ·  23 quarters on record

AI Ownership Summary

Founders Financial Alliance, LLC reported EATON VANCE TAX ADVANTAG (EVT) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.21% in 2024 Q3. The latest visible filing shows EVT at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Founders Financial Alliance, LLC's position in EATON VANCE TAX ADVANTAG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

EVT was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EVT stock page Founders Financial Alliance, LLC fund profile Founders Financial Alliance, LLC full holdings
How Founders Financial Alliance, LLC held EVT — position size vs. price
% of Fund (quarterly)    EVT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 40,261 +1,718 +4.5% 0.15% $1.1M 2026-08-04 $28.97
2026 Q1 ADDED — — — 38,543 +2,301 +6.3% 0.17% $946K 2026-05-11 $25.99
2025 Q4 ADDED — — — 36,242 +575 +1.6% 0.17% $913K 2026-02-12 $25.32
2025 Q3 ADDED — — — 35,667 +559 +1.6% 0.16% $872K 2025-11-07 $22.89
2025 Q2 ADDED — — — 35,108 +474 +1.4% 0.19% $846K 2025-08-12 $22.30
2025 Q1 ADDED — — — 34,634 +3,407 +10.9% 0.20% $806K 2025-05-12 $21.13
2024 Q4 ADDED — — — 31,227 +830 +2.7% 0.21% $751K 2025-02-07 $21.77
2024 Q3 ADDED — — — 30,397 +1,635 +5.7% 0.21% $751K 2024-11-01 $20.85
2024 Q2 ADDED — — — 28,762 +618 +2.2% 0.20% $670K 2024-08-26 $20.77
2024 Q1 ADDED — — — 28,144 +726 +2.6% 0.20% $664K 2024-05-14 $19.79
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EVT

As of 2026 Q2 — sorted by position size

PMG Family Office LLC 2.1% SMH CAPITAL ADVISORS INC 3Y 7Y 1.01% MRA Advisory Group 3Y 0.89% Joel Isaacson & Co., LLC 3Y 7Y 0.58% Samalin Investment Counsel, LLC 3Y 0.56% COMMONS CAPITAL, LLC 3Y 0.47% Accel Wealth Management 3Y 0.47% Formidable Asset Management, LLC 3Y 7Y 0.44% Axiom Investment Management LLC 3Y 0.18% SHIKIAR ASSET MANAGEMENT INC 3Y 7Y 0.14%

FAQ About Founders Financial Alliance, LLC and EVT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Founders Financial Alliance, LLC reported owning EVT?

Founders Financial Alliance, LLC reported EVT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EVT position in Founders Financial Alliance, LLC's portfolio?

The largest reported portfolio weight for EVT was 0.21% in 2024 Q3.

What is the latest reported EVT position on this page?

The most recent filing on this page is 2026 Q2, when Founders Financial Alliance, LLC reported 40,261 shares, equal to 0.15% of portfolio, with an estimated market value of $1.1M.

What does the chart on this EVT ownership page compare?

The chart compares Founders Financial Alliance, LLC's quarterly EVT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Founders Financial Alliance, LLC time their EVT position?

Based on 13F filing dates vs. subsequent EVT price moves, Founders Financial Alliance, LLC correctly timed 15 out of 21 reported position changes (71%). The annualised alpha on EVT relative to SPY over the holding period was -1.8%.

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