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Dynamic Advisor Solutions’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Dynamic Advisor Solutions’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 		$302K Buy
10,915
+150
+1% +$3.94K 0.01% 853
2026
Q1 		$264K Sell
10,765
-100
-0.9% -$2.56K 0.01% 845
2025
Q4 		$274K Buy
10,865
+25
+0.2% +$610 0.01% 806
2025
Q3 		$265K Sell
10,840
-50
-0.5% -$1.21K 0.01% 814
2025
Q2 		$262K Buy
10,890
+475
+5% +$10.8K 0.01% 783
2025
Q1 		$242K Hold
10,415
– – 0.01% 767
2024
Q4 		$250K Sell
10,415
-260
-2% -$6.43K 0.01% 573
2024
Q3 		$264K Sell
10,675
-250
-2% -$5.98K 0.01% 798
2024
Q2 		$254K Buy
10,925
+50
+0.5% +$1.16K 0.01% 816
2024
Q1 		$257K Hold
10,875
– – 0.01% 799
2023
Q4 		$241K Buy
10,875
+75
+0.7% +$1.55K 0.01% 782
2023
Q3 		$229K Buy
10,800
+175
+2% +$3.95K 0.01% 743
2023
Q2 		$242K Buy
10,625
+840
+9% +$18.7K 0.01% 688
2023
Q1 		$221K Buy
9,785
+605
+7% +$14.1K 0.01% 673
2022
Q4 		$209K Buy
+9,180
New +$215K 0.01% 653

Other funds holding EVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Dynamic Advisor Solutions's EVT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 1.4% in Q2 2026, buying an estimated $3.94K and bringing the position to 10,915 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #853.

Dynamic Advisor Solutions first reported a position in EVT in Q4 2022 and has held it in 15 quarters since. 24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Dynamic Advisor Solutions held 10,915 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $302K as of Q2 2026.
  • Dynamic Advisor Solutions bought 150 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $3.94K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #853 holding.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2022 and has held it in 15 quarters since.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.