1776 Wealth’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

1776 Wealth’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.11M	Hold	76,286	–	–	0.74%	30
2026 Q1	$1.87M	Hold	76,286	–	–	0.74%	26
2025 Q4	$1.92M	Buy	76,286 +636	+0.8%	+$15.5K	0.72%	25
2025 Q3	$1.85M	Buy	75,650 +3,042	+4%	+$73.5K	0.71%	24
2025 Q2	$1.75M	Sell	72,608 -601	-0.8%	-$13.7K	0.72%	26
2025 Q1	$1.7M	Hold	73,209	–	–	0.78%	23
2024 Q4	$1.76M	Sell	73,209 -160	-0.2%	-$3.96K	0.81%	24
2024 Q3	$1.81M	Sell	73,369 -3,235	-4%	-$77.3K	0.81%	24
2024 Q2	$1.78M	Buy	76,604 +1,364	+2%	+$31.7K	0.8%	24
2024 Q1	$1.78M	Hold	75,240	–	–	0.84%	27
2023 Q4	$1.67M	Buy	+75,240	New	+$1.56M	0.83%	25
2023 Q3	–	Sell	-65,223	Closed	-$1.48M	–	135
2023 Q2	$1.48M	Buy	65,223 +3,034	+5%	+$67.5K	0.78%	23
2023 Q1	$1.41M	Hold	62,189	–	–	0.84%	22
2022 Q4	$1.42M	Sell	62,189 -11,082	-15%	-$260K	1.02%	20
2022 Q3	$1.59M	Hold	73,271	–	–	1.21%	20
2022 Q2	$1.75M	Hold	73,271	–	–	1.23%	19
2022 Q1	$2.12M	Sell	73,271 -2,815	-4%	-$77.9K	1.23%	18
2021 Q4	$2.27M	Buy	76,086 +1,831	+2%	+$52.7K	1.22%	16
2021 Q3	$2.04M	Sell	74,255 -715	-1%	-$20K	1.16%	20
2021 Q2	$2.07M	Buy	74,970 +353	+0.5%	+$9.71K	1.17%	20
2021 Q1	$1.96M	Sell	74,617 -401	-0.5%	-$9.84K	1.23%	18
2020 Q4	$1.77M	Sell	75,018 -1,322	-2%	-$28.5K	1.11%	17
2020 Q3	$1.5M	Sell	76,340 -9,728	-11%	-$193K	1.09%	17
2020 Q2	$1.66M	Buy	86,068 +4,483	+5%	+$84.3K	1.14%	15
2020 Q1	$1.37M	Buy	81,585 +22,918	+39%	+$524K	1.15%	16
2019 Q4	$1.5M	Buy	+58,667	New	+$1.46M	1.27%	14

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

1776 Wealth's EVT Position: Q2 2026 in Review

1776 Wealth held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q2 2026 at 76,286 shares worth $2.11M. The position accounts for 0.74% of the portfolio, ranked #30.

1776 Wealth first reported a position in EVT in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.27M in Q4 2021. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

1776 Wealth held 76,286 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $2.11M as of Q2 2026.
1776 Wealth left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.74% of 1776 Wealth's portfolio in Q2 2026, its #30 holding.
1776 Wealth first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and has held it in 26 quarters since.
1776 Wealth's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2.27M in Q4 2021.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.