Garton & Associates Financial Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Garton & Associates Financial 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 Q1	–	Sell	-2,045	Closed	-$51.5K	–	303
2025 Q4	$51.5K	Buy	+2,045	New	+$49.9K	0.03%	368

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

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Garton & Associates Financial Advisors's EVT Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026, closing a stake of 2,045 shares — an estimated $51.5K sold.

Garton & Associates Financial Advisors first reported a position in EVT in Q4 2025 and held it in 1 quarter. The position peaked at $51.5K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 2,045 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $51.5K.
Garton & Associates Financial Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $51.5K in Q4 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.