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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
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 Sell
86,068
-54,184
-39% -$1.02M 1.14% 15
2020
Q1 		$2.87M Buy
140,252
+81,585
+139% +$1.86M 1.21% 15
2019
Q4 		$1.5M Buy
+58,667
New +$1.46M 1.27% 14

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

1776 Wealth's EVT Position: Q1 2026 in Review

1776 Wealth held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 76,286 shares worth $1.87M. The position accounts for 0.74% of the portfolio, ranked #26.

1776 Wealth first reported a position in EVT in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.87M in Q1 2020. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • 1776 Wealth held 76,286 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $1.87M as of Q1 2026.
  • 1776 Wealth left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.74% of 1776 Wealth's portfolio in Q1 2026, its #26 holding.
  • 1776 Wealth first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and has held it in 25 quarters since.
  • 1776 Wealth's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2.87M in Q1 2020.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.