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

Atria Wealth Solutions’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
2025 Q2	$330K	Buy	13,712 +2,064	+18%	+$46.9K	0.01%	1111
2025 Q1	$271K	Sell	11,648 -1,436	-11%	-$34.4K	﹤0.01%	1534
2024 Q4	$315K	Sell	13,084 -601	-4%	-$14.9K	﹤0.01%	1520
2024 Q3	$338K	Sell	13,685 -2,718	-17%	-$65K	﹤0.01%	1441
2024 Q2	$382K	Sell	16,403 -12,718	-44%	-$295K	﹤0.01%	1364
2024 Q1	$687K	Sell	29,121 -10,457	-26%	-$235K	0.01%	1093
2023 Q4	$881K	Sell	39,578 -6,219	-14%	-$129K	0.01%	923
2023 Q3	$970K	Sell	45,797 -1,546	-3%	-$34.9K	0.01%	824
2023 Q2	$1.08M	Buy	47,343 +13,197	+39%	+$294K	0.01%	804
2023 Q1	$772K	Buy	34,146 +9,417	+38%	+$219K	0.01%	914
2022 Q4	$564K	Sell	24,729 -3,641	-13%	-$85.3K	0.01%	1014
2022 Q3	$617K	Sell	28,370 -618	-2%	-$15.3K	0.01%	920
2022 Q2	$692K	Sell	28,988 -7,541	-21%	-$191K	0.01%	844
2022 Q1	$1.06M	Buy	+36,529	New	+$1.01M	0.02%	707

Other funds holding EVT

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

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

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

MGAM

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Atria Wealth Solutions's EVT Position: Q2 2025 in Review

Atria Wealth Solutions increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 18% in Q2 2025, buying an estimated $46.9K and bringing the position to 13,712 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1111.

Atria Wealth Solutions first reported a position in EVT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q2 2023. 144 funds tracked by Wall St. Rank hold EVT as of Q2 2025.

Atria Wealth Solutions held 13,712 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $330K as of Q2 2025.
Atria Wealth Solutions bought 2,064 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2025, an estimated $46.9K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1111 holding.
Atria Wealth Solutions first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.08M in Q2 2023.
144 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.