Cetera Investment Advisers
EVT icon

Cetera Investment Advisers’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Cetera Investment Advisers’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 		$3.7M Buy
150,896
+251
+0.2% +$6.41K ﹤0.01% 1728
2025
Q4 		$3.79M Buy
150,645
+1,725
+1% +$42.1K ﹤0.01% 1664
2025
Q3 		$3.64M Buy
148,920
+24,947
+20% +$603K ﹤0.01% 1670
2025
Q2 		$2.99M Buy
123,973
+3,939
+3% +$89.6K 0.01% 1550
2025
Q1 		$2.79M Buy
120,034
+15,072
+14% +$361K 0.01% 1497
2024
Q4 		$2.52M Buy
104,962
+9,559
+10% +$236K 0.01% 1483
2024
Q3 		$2.36M Buy
95,403
+2,742
+3% +$65.5K 0.01% 1512
2024
Q2 		$2.16M Buy
92,661
+9,480
+11% +$220K 0.01% 1512
2024
Q1 		$1.96M Buy
+83,181
New +$1.87M ﹤0.01% 1559

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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