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Avantax Advisory Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Avantax Advisory Services’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 		$480K Buy
19,909
+608
+3% +$13.8K ﹤0.01% 1607
2025
Q1 		$449K Buy
19,301
+4,757
+33% +$114K ﹤0.01% 1570
2024
Q4 		$350K Sell
14,544
-530
-4% -$13.1K ﹤0.01% 1681
2024
Q3 		$372K Buy
15,074
+4,187
+38% +$100K ﹤0.01% 1608
2024
Q2 		$254K Buy
10,887
+2,082
+24% +$48.4K ﹤0.01% 1811
2024
Q1 		$208K Buy
+8,805
New +$198K ﹤0.01% 1526
2023
Q1 		– Sell
-8,819
Closed -$201K – 1501
2022
Q4 		$201K Buy
+8,819
New +$207K ﹤0.01% 1316
2022
Q2 		– Sell
-8,058
Closed -$233K – 1330
2022
Q1 		$233K Buy
8,058
+10
+0.1% +$277 ﹤0.01% 1122
2021
Q4 		$240K Buy
8,048
+10
+0.1% +$288 ﹤0.01% 1087
2021
Q3 		$220K Sell
8,038
-342
-4% -$9.54K ﹤0.01% 1066
2021
Q2 		$230K Buy
+8,380
New +$230K ﹤0.01% 1014
2020
Q4 		– Sell
-13,220
Closed -$262K – 1060
2020
Q3 		$262K Buy
+13,220
New +$262K ﹤0.01% 1093

Other funds holding EVT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's EVT Position: Q2 2025 in Review

Avantax Advisory Services increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 3.2% in Q2 2025, buying an estimated $13.8K and bringing the position to 19,909 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Avantax Advisory Services first reported a position in EVT in Q3 2020 and has held it in 12 quarters since. 144 funds tracked by Wall St. Rank hold EVT as of Q2 2025.

  • Avantax Advisory Services held 19,909 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $480K as of Q2 2025.
  • Avantax Advisory Services bought 608 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2025, an estimated $13.8K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1607 holding.
  • Avantax Advisory Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2020 and has held it in 12 quarters since.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.