Question 1

Does Ubs own XEVTX stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Ubs holds 902,526 shares of XEVTX (Eaton Vance Tax Advt Div), worth $25M.

Question 2

How many shares of XEVTX does Ubs own?

Accepted Answer

As of its Q2 2026 13F, Ubs holds 902,526 shares of XEVTX (Eaton Vance Tax Advt Div).

Question 3

What is Ubs' XEVTX position worth?

Accepted Answer

As of its Q2 2026 13F, Ubs' XEVTX position is worth $25M.

Question 4

Is Ubs buying or selling XEVTX?

Accepted Answer

In Q2 2026, Ubs increased its XEVTX position by 9,756 shares (+1.1%).

Question 5

When did Ubs first buy XEVTX?

Accepted Answer

Ubs already held XEVTX in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	902,526	+1.1%	$25M	0.0%	—	29
2026-Q1	Increased	892,770	+6.5%	$21.9M	0.0%	$26.60	30
2025-Q4	Decreased	838,697	-3.3%	$21.1M	0.0%	—	0
2025-Q3	Decreased	867,392	-1.9%	$21.2M	0.0%	—	0
2025-Q2	Decreased	883,785	-4.5%	$21.3M	0.0%	—	0
2025-Q1	Decreased	925,304	-6.0%	$21.5M	0.0%	—	0
2024-Q4	Decreased	984,491	-1.2%	$23.7M	0.0%	—	0
2024-Q3	Decreased	996,617	-0.3%	$24.6M	0.0%	$26.95	0