Cerity Partners
EVT icon

Cerity Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Cerity Partners’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 		$370K Sell
13,359
-353
-3% -$9.27K ﹤0.01% 2638
2026
Q1 		$337K Sell
13,712
-161
-1% -$4.11K ﹤0.01% 2534
2025
Q4 		$349K Buy
13,873
+2,015
+17% +$49.2K ﹤0.01% 2309
2025
Q3 		$290K Buy
+11,858
New +$286K ﹤0.01% 2298

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Cerity Partners's EVT Position: Q2 2026 in Review

Cerity Partners reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 2.6% in Q2 2026, selling an estimated $9.27K and leaving 13,359 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Cerity Partners first reported a position in EVT in Q3 2025 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Cerity Partners held 13,359 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $370K as of Q2 2026.
  • Cerity Partners sold 353 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $9.27K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2638 holding.
  • Cerity Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.