Beacon Pointe Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Beacon Pointe Advisors’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	$414K	Buy	+14,943	New	+$392K	﹤0.01%	1422
2024 Q1	–	Sell	-10,900	Closed	-$243K	–	1368
2023 Q4	$243K	Hold	10,900	–	–	﹤0.01%	1144
2023 Q3	$231K	Hold	10,900	–	–	﹤0.01%	1173
2023 Q2	$248K	Hold	10,900	–	–	﹤0.01%	942
2023 Q1	$246K	Sell	10,900 -579	-5%	-$13.5K	﹤0.01%	1000
2022 Q4	$262K	Buy	11,479 +579	+5%	+$13.6K	0.01%	913
2022 Q3	$238K	Hold	10,900	–	–	0.01%	868
2022 Q2	$261K	Buy	10,900 +3,085	+39%	+$78.3K	0.01%	877
2022 Q1	$226K	Buy	+7,815	New	+$216K	﹤0.01%	1083

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

Beacon Pointe Advisors's EVT Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 14,943 shares worth $414K. The stake represents ﹤0.01% of the portfolio and ranks #1422 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in EVT as recently as Q4 2023.

Beacon Pointe Advisors first reported a position in EVT in Q1 2022 and has held it in 9 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Beacon Pointe Advisors held 14,943 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $414K as of Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Beacon Pointe Advisors position in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1422 holding.
Beacon Pointe Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2022 and has held it in 9 quarters since.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.