Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Cambridge Investment Research 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 		$2.11M Buy
76,194
+431
+0.6% +$11.3K ﹤0.01% 1533
2026
Q1 		$1.86M Buy
75,763
+738
+1% +$18.9K ﹤0.01% 1643
2025
Q4 		$1.89M Buy
75,025
+4,341
+6% +$106K 0.01% 1573
2025
Q3 		$1.73M Buy
70,684
+43
+0.1% +$1.04K ﹤0.01% 1613
2025
Q2 		$1.7M Sell
70,641
-18,361
-21% -$418K 0.01% 1548
2025
Q1 		$2.07M Sell
89,002
-4,730
-5% -$113K 0.01% 1312
2024
Q4 		$2.25M Sell
93,732
-4,708
-5% -$116K 0.01% 1283
2024
Q3 		$2.43M Sell
98,440
-4,839
-5% -$116K 0.01% 1201
2024
Q2 		$2.4M Sell
103,279
-2
-0% -$46 0.01% 1168
2024
Q1 		$2.44M Buy
103,281
+37
+0% +$831 0.01% 1142
2023
Q4 		$2.3M Buy
103,244
+12,373
+14% +$256K 0.01% 1121
2023
Q3 		$1.93M Buy
90,871
+4,630
+5% +$105K 0.01% 1156
2023
Q2 		$1.96M Buy
86,241
+5,569
+7% +$124K 0.01% 1184
2023
Q1 		$1.82M Buy
80,672
+2,538
+3% +$59.1K 0.01% 1179
2022
Q4 		$1.78M Buy
78,134
+1,084
+1% +$25.4K 0.01% 1145
2022
Q3 		$1.68M Buy
77,050
+3,336
+5% +$82.7K 0.01% 1137
2022
Q2 		$1.76M Buy
73,714
+5,369
+8% +$136K 0.01% 1110
2022
Q1 		$1.98M Buy
68,345
+768
+1% +$21.3K 0.01% 1146
2021
Q4 		$2.01M Sell
67,577
-1,256
-2% -$36.2K 0.01% 1141
2021
Q3 		$1.89M Buy
68,833
+2,687
+4% +$75K 0.01% 1137
2021
Q2 		$1.83M Buy
66,146
+854
+1% +$23.5K 0.01% 1170
2021
Q1 		$1.72M Buy
65,292
+6,018
+10% +$148K 0.01% 1087
2020
Q4 		$1.4M Sell
59,274
-7,824
-12% -$169K 0.01% 1114
2020
Q3 		$1.32M Buy
67,098
+17,295
+35% +$343K 0.01% 1024
2020
Q2 		$958K Sell
49,803
-15,847
-24% -$298K 0.01% 1143
2020
Q1 		$1.1M Buy
65,650
+5,776
+10% +$132K 0.01% 922
2019
Q4 		$1.53M Sell
59,874
-16,195
-21% -$403K 0.01% 927
2019
Q3 		$1.87M Buy
76,069
+4,889
+7% +$118K 0.02% 782
2019
Q2 		$1.69M Buy
71,180
+17,197
+32% +$399K 0.02% 784
2019
Q1 		$1.2M Buy
53,983
+407
+0.8% +$8.66K 0.01% 946
2018
Q4 		$1.02M Buy
53,576
+5,915
+12% +$131K 0.01% 925
2018
Q3 		$1.17M Buy
47,661
+16,742
+54% +$401K 0.01% 943
2018
Q2 		$712K Buy
30,919
+18,588
+151% +$422K 0.01% 1194
2018
Q1 		$270K Buy
12,331
+1,472
+14% +$33.7K ﹤0.01% 1748
2017
Q4 		$253K Buy
10,859
+404
+4% +$9.12K ﹤0.01% 1762
2017
Q3 		$231K Buy
10,455
+32
+0.3% +$701 ﹤0.01% 1727
2017
Q2 		$228K Buy
+10,423
New +$226K ﹤0.01% 1669
2017
Q1 		– Sell
-34,619
Closed -$711K – 1777
2016
Q4 		$711K Sell
34,619
-3,880
-10% -$77.4K 0.01% 839
2016
Q3 		$776K Sell
38,499
-4,623
-11% -$95.4K 0.01% 802
2016
Q2 		$868K Sell
43,122
-3,571
-8% -$71.2K 0.02% 677
2016
Q1 		$896K Sell
46,693
-5,540
-11% -$101K 0.02% 615
2015
Q4 		$1.01M Buy
52,233
+6,957
+15% +$136K 0.02% 538
2015
Q3 		$832K Buy
45,276
+16,202
+56% +$318K 0.02% 542
2015
Q2 		$576K Buy
29,074
+3,137
+12% +$64.4K 0.02% 740
2015
Q1 		$535K Buy
25,937
+2,284
+10% +$47.1K 0.02% 760
2014
Q4 		$492K Buy
23,653
+3,517
+17% +$71.2K 0.02% 792
2014
Q3 		$407K Buy
+20,136
New +$411K 0.01% 925

Other funds holding EVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
TNA
True North Advisors Dallas, Texas $1.05B AUM 22.99% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Cambridge Investment Research Advisors's EVT Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 0.57% in Q2 2026, buying an estimated $11.3K and bringing the position to 76,194 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Cambridge Investment Research Advisors first reported a position in EVT in Q3 2014 and has held it in 47 quarters since. The position peaked at $2.44M in Q1 2024. 40 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Cambridge Investment Research Advisors held 76,194 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $2.11M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 431 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $11.3K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1533 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2014 and has held it in 47 quarters since.
  • Cambridge Investment Research Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2.44M in Q1 2024.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.