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

Evolution 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
2025
Q3 		– Sell
-371
Closed -$8.94K – 622
2025
Q2 		$8.94K Buy
+371
New +$8.44K 0.01% 373

Other funds holding EVT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evolution Wealth Management's EVT Position: Q3 2025 in Review

Evolution Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2025, closing a stake of 371 shares — an estimated $8.94K sold.

Evolution Wealth Management first reported a position in EVT in Q2 2025 and held it in 1 quarter. The position peaked at $8.94K in Q2 2025. 142 funds tracked by Wall St. Rank hold EVT as of Q3 2025.

  • Evolution Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 371 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2025, an estimated $8.94K.
  • Evolution Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $8.94K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.