Dynamic Advisor Solutions
EVT icon

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
Q3 		$291K Sell
10,415
-500
-5% -$14.2K 0.01% 840
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 $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
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
SAM
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Dynamic Advisor Solutions's EVT Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 4.6% in Q3 2026, selling an estimated $14.2K and leaving 10,415 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #840.

Dynamic Advisor Solutions first reported a position in EVT in Q4 2022 and has held it in 16 quarters since. The position peaked at $302K in Q2 2026. 26 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

  • Dynamic Advisor Solutions held 10,415 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $291K as of Q3 2026.
  • Dynamic Advisor Solutions sold 500 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $14.2K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #840 holding.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2022 and has held it in 16 quarters since.
  • Dynamic Advisor Solutions's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $302K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.