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 Q2	$4.79M	Buy	172,878 +21,982	+15%	+$577K	﹤0.01%	1652
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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 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

Cetera Investment Advisers's EVT Position: Q2 2026 in Review

Cetera Investment Advisers increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 15% in Q2 2026, buying an estimated $577K and bringing the position to 172,878 shares worth $4.79M. The position accounts for ﹤0.01% of the portfolio, ranked #1652.

Cetera Investment Advisers first reported a position in EVT in Q1 2024 and has held it in 10 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Cetera Investment Advisers held 172,878 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $4.79M as of Q2 2026.
Cetera Investment Advisers bought 21,982 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $577K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1652 holding.
Cetera Investment Advisers first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2024 and has held it in 10 quarters since.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.