Birchwood Financial Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Birchwood Financial Partners’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	$102K	Buy	3,685 +45	+1%	+$1.18K	0.08%	123
2026 Q1	$89.4K	Buy	3,640 +70	+2%	+$1.79K	0.09%	117
2025 Q4	$89.9K	Buy	+3,570	New	+$87.1K	0.09%	118

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

Birchwood Financial Partners's EVT Position: Q2 2026 in Review

Birchwood Financial Partners increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 1.2% in Q2 2026, buying an estimated $1.18K and bringing the position to 3,685 shares worth $102K. The position accounts for 0.08% of the portfolio, ranked #123.

Birchwood Financial Partners first reported a position in EVT in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Birchwood Financial Partners held 3,685 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $102K as of Q2 2026.
Birchwood Financial Partners bought 45 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $1.18K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.08% of Birchwood Financial Partners's portfolio in Q2 2026, its #123 holding.
Birchwood Financial Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 3 quarters since.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.