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Cornerstone Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Cornerstone Wealth Management’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
Q3 		$646K Sell
23,131
-3,175
-12% -$89.9K 0.03% 429
2026
Q2 		$728K Buy
26,306
+791
+3% +$20.8K 0.03% 404
2026
Q1 		$626K Buy
25,515
+732
+3% +$18.7K 0.03% 398
2025
Q4 		$624K Sell
24,783
-1,472
-6% -$35.9K 0.03% 372
2025
Q3 		$642K Buy
26,255
+3,785
+17% +$91.4K 0.04% 358
2025
Q2 		$542K Buy
22,470
+11,380
+103% +$259K 0.03% 377
2025
Q1 		$258K Sell
11,090
-600
-5% -$14.4K 0.02% 511
2024
Q4 		$281K Buy
11,690
+10
+0.1% +$247 0.02% 481
2024
Q3 		$288K Sell
11,680
-1,027
-8% -$24.6K 0.02% 463
2024
Q2 		$296K Buy
12,707
+567
+5% +$13.2K 0.02% 435
2024
Q1 		$287K Sell
12,140
-194
-2% -$4.36K 0.02% 435
2023
Q4 		$274K Buy
12,334
+188
+2% +$3.89K 0.02% 427
2023
Q3 		$257K Sell
12,146
-368
-3% -$8.31K 0.02% 451
2023
Q2 		$285K Sell
12,514
-61
-0.5% -$1.36K 0.03% 410
2023
Q1 		$284K Buy
+12,575
New +$293K 0.03% 380

Other funds holding EVT

Joel Isaacson & Co
Joel Isaacson & Co New York $3.5B AUM 17.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kingstone Capital Partners Texas
Kingstone Capital Partners Texas Frisco, Texas $202M AUM 23.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Legacy Financial Independent Advisors
Legacy Financial Independent Advisors Louisville, Kentucky $202M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Spire Wealth Management
Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return
Formidable Asset Management
Formidable Asset Management Cincinnati, Ohio $680M AUM 8.59% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cornerstone Wealth Management's EVT Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 12% in Q3 2026, selling an estimated $89.9K and leaving 23,131 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #429.

Cornerstone Wealth Management first reported a position in EVT in Q1 2023 and has held it in 15 quarters since. The position peaked at $728K in Q2 2026. 77 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

  • Cornerstone Wealth Management held 23,131 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $646K as of Q3 2026.
  • Cornerstone Wealth Management sold 3,175 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $89.9K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #429 holding.
  • Cornerstone Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2023 and has held it in 15 quarters since.
  • Cornerstone Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $728K in Q2 2026.
  • 77 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.