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Abel Hall LLC’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Abel Hall LLC’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 		$319K Hold
13,000
– – 0.07% 375
2025
Q4 		$327K Buy
+13,000
New +$317K 0.08% 294

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

Abel Hall LLC's EVT Position: Q1 2026 in Review

Abel Hall LLC held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 13,000 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #375.

Abel Hall LLC first reported a position in EVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $327K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • Abel Hall LLC held 13,000 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $319K as of Q1 2026.
  • Abel Hall LLC left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.07% of Abel Hall LLC's portfolio in Q1 2026, its #375 holding.
  • Abel Hall LLC first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Abel Hall LLC's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $327K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Abel Hall LLC's 13F filing for Q1 2026, filed 28 Apr 2026.