Concurrent Investment Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Concurrent Investment Advisors’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	$317K	Buy	12,897 +759	+6%	+$19.4K	﹤0.01%	1467
2025 Q4	$306K	Sell	12,138 -53	-0.4%	-$1.29K	﹤0.01%	1386
2025 Q3	$298K	Buy	12,191 +680	+6%	+$16.4K	0.01%	1156
2025 Q2	$277K	Buy	11,511 +1,480	+15%	+$33.7K	0.01%	1096
2025 Q1	$233K	Buy	+10,031	New	+$240K	0.01%	1055

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Concurrent Investment Advisors's EVT Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 6.3% in Q1 2026, buying an estimated $19.4K and bringing the position to 12,897 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Concurrent Investment Advisors first reported a position in EVT in Q1 2025 and has held it in 5 quarters since. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Concurrent Investment Advisors held 12,897 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $317K as of Q1 2026.
Concurrent Investment Advisors bought 759 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $19.4K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1467 holding.
Concurrent Investment Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2025 and has held it in 5 quarters since.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.