Cooper/Haims Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Cooper/Haims 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 Q2	–	Sell	-9,144	Closed	-$224K	–	119
2026 Q1	$224K	Hold	9,144	–	–	0.11%	86
2025 Q4	$230K	Buy	+9,144	New	+$223K	0.1%	86

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

Cooper/Haims Advisors's EVT Position: Q2 2026 in Review

Cooper/Haims Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026, closing a stake of 9,144 shares — an estimated $224K sold.

Cooper/Haims Advisors first reported a position in EVT in Q4 2025 and held it in 2 quarters. The position peaked at $230K in Q4 2025. 156 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Cooper/Haims Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Cooper/Haims Advisors sold 9,144 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $224K.
Cooper/Haims Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and held it in 2 quarters.
Cooper/Haims Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $230K in Q4 2025.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.