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Golden State Equity Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Golden State Equity Partners’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 		$50.3K Buy
+2,047
New +$52.3K ﹤0.01% 890

Other funds holding EVT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Golden State Equity Partners's EVT Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026: 2,047 shares worth $50.3K. The stake represents ﹤0.01% of the portfolio and ranks #890 among its holdings.

145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • Golden State Equity Partners held 2,047 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $50.3K as of Q1 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund was a new Golden State Equity Partners position in Q1 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #890 holding.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.