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 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 $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

Cooper/Haims Advisors's EVT Position: Q1 2026 in Review

Cooper/Haims Advisors held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 9,144 shares worth $224K. The position accounts for 0.11% of the portfolio, ranked #86.

Cooper/Haims Advisors first reported a position in EVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $230K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Cooper/Haims Advisors held 9,144 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $224K as of Q1 2026.
Cooper/Haims Advisors left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.11% of Cooper/Haims Advisors's portfolio in Q1 2026, its #86 holding.
Cooper/Haims Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 2 quarters since.
Cooper/Haims Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $230K in Q4 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.