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Bruce G. Allen Investments’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Bruce G. Allen Investments’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 		$11.8K Hold
425
– – 0.01% 465
2026
Q1 		$10.4K Buy
+425
New +$10.9K 0.01% 479

Other funds holding EVT

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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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Bruce G. Allen Investments's EVT Position: Q2 2026 in Review

Bruce G. Allen Investments held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q2 2026 at 425 shares worth $11.8K. The position accounts for 0.01% of the portfolio, ranked #465.

Bruce G. Allen Investments first reported a position in EVT in Q1 2026 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Bruce G. Allen Investments held 425 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $11.8K as of Q2 2026.
  • Bruce G. Allen Investments left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #465 holding.
  • Bruce G. Allen Investments first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.