Carson Wealth (CWM LLC)’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Carson Wealth (CWM LLC)’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	$297K	Buy	12,102 +190	+2%	+$4.85K	﹤0.01%	2392
2025 Q4	$300K	Sell	11,912 -573	-5%	-$14K	﹤0.01%	2255
2025 Q3	$305K	Buy	12,485 +6,264	+101%	+$151K	﹤0.01%	2119
2025 Q2	$150K	Hold	6,221	–	–	﹤0.01%	2408
2025 Q1	$145K	Buy	6,221 +675	+12%	+$16.1K	﹤0.01%	2127
2024 Q4	$133K	Hold	5,546	–	–	﹤0.01%	2092
2024 Q3	$137K	Buy	5,546 +4,740	+588%	+$113K	﹤0.01%	1989
2024 Q2	$19K	Hold	806	–	–	﹤0.01%	3138
2024 Q1	$19K	Sell	806 -907	-53%	-$20.4K	﹤0.01%	2935
2023 Q4	$38K	Hold	1,713	–	–	﹤0.01%	2338
2023 Q3	$36K	Buy	1,713 +624	+57%	+$14.1K	﹤0.01%	2283
2023 Q2	$25K	Buy	1,089 +907	+498%	+$20.2K	﹤0.01%	2480
2023 Q1	$4K	Sell	182 -282	-61%	-$6.57K	﹤0.01%	3378
2022 Q4	$11K	Hold	464	–	–	﹤0.01%	2744
2022 Q3	$10K	Sell	464 -1,000	-68%	-$24.8K	﹤0.01%	2671
2022 Q2	$35K	Hold	1,464	–	–	﹤0.01%	1795
2022 Q1	$42K	Hold	1,464	–	–	﹤0.01%	1679
2021 Q4	$44K	Buy	+1,464	New	+$42.2K	﹤0.01%	1623
2021 Q2	$40K	Hold	1,464	–	–	﹤0.01%	1489
2021 Q1	$40K	Hold	1,464	–	–	﹤0.01%	1489
2020 Q4	$40K	Hold	1,464	–	–	﹤0.01%	1488
2020 Q3	$40K	Hold	1,464	–	–	﹤0.01%	1488
2020 Q2	$40K	Hold	1,464	–	–	﹤0.01%	1488
2020 Q1	$40K	Hold	1,464	–	–	﹤0.01%	1488
2019 Q4	$40K	Hold	1,464	–	–	﹤0.01%	1488
2019 Q3	$40K	Hold	1,464	–	–	﹤0.01%	1488
2019 Q2	$40K	Hold	1,464	–	–	﹤0.01%	1488
2019 Q1	$40K	Sell	1,464 -35,368	-96%	-$753K	﹤0.01%	1488
2018 Q4	$699K	Buy	36,832 +36,368	+7,838%	+$807K	0.02%	407
2018 Q3	$11K	Hold	464	–	–	﹤0.01%	1128
2018 Q2	$11K	Hold	464	–	–	﹤0.01%	973
2018 Q1	$10K	Hold	464	–	–	﹤0.01%	848
2017 Q4	$11K	Hold	464	–	–	﹤0.01%	851
2017 Q3	$10K	Hold	464	–	–	﹤0.01%	885
2017 Q2	$10K	Hold	464	–	–	﹤0.01%	774
2017 Q1	$10K	Hold	464	–	–	﹤0.01%	744
2016 Q4	$10K	Hold	464	–	–	﹤0.01%	727
2016 Q3	$9K	Hold	464	–	–	﹤0.01%	716
2016 Q2	$9K	Hold	464	–	–	﹤0.01%	562
2016 Q1	$9K	Buy	+464	New	+$8.45K	﹤0.01%	540
2014 Q1	–	Sell	-375	Closed	-$7K	–	258
2013 Q4	$7K	Hold	375	–	–	﹤0.01%	482
2013 Q3	$7K	Buy	+375	New	+$6.86K	﹤0.01%	349

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $823M AUM 27.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Carson Wealth (CWM LLC)'s EVT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 1.6% in Q1 2026, buying an estimated $4.85K and bringing the position to 12,102 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Carson Wealth (CWM LLC) first reported a position in EVT in Q3 2013 and has held it in 42 quarters since. The position peaked at $699K in Q4 2018. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Carson Wealth (CWM LLC) held 12,102 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $297K as of Q1 2026.
Carson Wealth (CWM LLC) bought 190 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $4.85K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2392 holding.
Carson Wealth (CWM LLC) first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2013 and has held it in 42 quarters since.
Carson Wealth (CWM LLC)'s Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $699K in Q4 2018.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.