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 Q1	$10.4K	Buy	+425	New	+$10.9K	0.01%	479

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Bruce G. Allen Investments's EVT Position: Q1 2026 in Review

Bruce G. Allen Investments opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026: 425 shares worth $10.4K. The stake represents 0.01% of the portfolio and ranks #479 among its holdings.

145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Bruce G. Allen Investments held 425 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $10.4K as of Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Bruce G. Allen Investments position in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #479 holding.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.