CIBC Private Wealth Group
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CIBC Private Wealth Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$30.3K Hold
1,202
– – ﹤0.01% 2002
2025
Q3 		$29.4K Sell
1,202
-1,500
-56% -$36.2K ﹤0.01% 2016
2025
Q2 		$65.1K Hold
2,702
– – ﹤0.01% 1567
2025
Q1 		$55K Hold
2,702
– – ﹤0.01% 1601
2024
Q4 		$65.1K Hold
2,702
– – ﹤0.01% 1581
2024
Q3 		$66.7K Buy
2,702
+1,202
+80% +$28.7K ﹤0.01% 1666
2024
Q2 		$35K Sell
1,500
-2,850
-66% -$66.2K ﹤0.01% 1816
2024
Q1 		$102K Buy
+4,350
New +$97.7K ﹤0.01% 1388

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

CIBC Private Wealth Group's EVT Position: Q4 2025 in Review

CIBC Private Wealth Group held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q4 2025 at 1,202 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

CIBC Private Wealth Group first reported a position in EVT in Q1 2024 and has held it in 8 quarters since. The position peaked at $102K in Q1 2024. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

  • CIBC Private Wealth Group held 1,202 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $30.3K as of Q4 2025.
  • CIBC Private Wealth Group left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q4 2025.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2002 holding.
  • CIBC Private Wealth Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $102K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.