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

Concord Wealth 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	$24.2K	Buy	+875	New	+$23K	﹤0.01%	454
2022 Q3	–	Sell	-446	Closed	-$11K	–	463
2022 Q2	$11K	Hold	446	–	–	﹤0.01%	668
2022 Q1	$13K	Buy	+446	New	+$12.3K	﹤0.01%	712

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

Concord Wealth Partners's EVT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 875 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EVT as recently as Q2 2022.

Concord Wealth Partners first reported a position in EVT in Q1 2022 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Concord Wealth Partners held 875 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $24.2K as of Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Concord Wealth Partners position in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #454 holding.
Concord Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2022 and has held it in 3 quarters since.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.