EverSource Wealth Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

EverSource Wealth 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	$19.4K	Hold	700	–	–	﹤0.01%	2451
2026 Q1	$17.2K	Sell	700 -50	-7%	-$1.28K	﹤0.01%	2600
2025 Q4	$18.9K	Hold	750	–	–	﹤0.01%	2423
2025 Q3	$18.3K	Hold	750	–	–	﹤0.01%	2422
2025 Q2	$18.1K	Hold	750	–	–	﹤0.01%	2375
2025 Q1	$17.5K	Hold	750	–	–	﹤0.01%	1762
2024 Q4	$18K	Sell	750 -780	-51%	-$19.3K	﹤0.01%	1687
2024 Q3	$37.8K	Buy	1,530 +11	+0.7%	+$263	﹤0.01%	1185
2024 Q2	$36.9K	Buy	1,519 +16	+1%	+$372	﹤0.01%	1240
2024 Q1	$34.1K	Buy	1,503 +24	+2%	+$539	﹤0.01%	1134
2023 Q4	$32.9K	Buy	1,479 +16	+1%	+$331	﹤0.01%	1057
2023 Q3	$31K	Buy	1,463 +9	+0.6%	+$203	﹤0.01%	969
2023 Q2	$33.1K	Hold	1,454	–	–	﹤0.01%	988
2023 Q1	$32.9K	Buy	1,454 +750	+107%	+$17.5K	﹤0.01%	931
2022 Q4	$16.1K	Buy	+704	New	+$16.5K	﹤0.01%	1139

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

EverSource Wealth Advisors's EVT Position: Q2 2026 in Review

EverSource Wealth Advisors held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q2 2026 at 700 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

EverSource Wealth Advisors first reported a position in EVT in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.8K in Q3 2024. 156 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

EverSource Wealth Advisors held 700 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $19.4K as of Q2 2026.
EverSource Wealth Advisors left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2451 holding.
EverSource Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $37.8K in Q3 2024.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.