Calamos Advisors
EVT icon

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

Calamos 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
Q1 		$293K Sell
11,920
-8,837
-43% -$226K ﹤0.01% 1028
2025
Q4 		$523K Buy
20,757
+5,049
+32% +$123K ﹤0.01% 761
2025
Q3 		$384K Buy
15,708
+2,805
+22% +$67.7K ﹤0.01% 792
2025
Q2 		$311K Sell
12,903
-1,122
-8% -$25.5K ﹤0.01% 792
2025
Q1 		$326K Sell
14,025
-561
-4% -$13.4K ﹤0.01% 762
2024
Q4 		$351K Buy
14,586
+2,805
+24% +$69.3K ﹤0.01% 763
2024
Q3 		$291K Buy
11,781
+1,683
+17% +$40.2K ﹤0.01% 762
2024
Q2 		$235K Buy
+10,098
New +$235K ﹤0.01% 772

Other funds holding EVT

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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return