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 Q2	$8.44K	Sell	305 -1,742	-85%	-$45.7K	0.02%	230
2026 Q1	$50.3K	Buy	+2,047	New	+$52.3K	﹤0.01%	890

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

Golden State Equity Partners's EVT Position: Q2 2026 in Review

Golden State Equity Partners reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 85% in Q2 2026, selling an estimated $45.7K and leaving 305 shares worth $8.44K. The position accounts for 0.02% of the portfolio, ranked #230.

Golden State Equity Partners first reported a position in EVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $50.3K in Q1 2026. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Golden State Equity Partners held 305 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $8.44K as of Q2 2026.
Golden State Equity Partners sold 1,742 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $45.7K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of Golden State Equity Partners's portfolio in Q2 2026, its #230 holding.
Golden State Equity Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2026 and has held it in 2 quarters since.
Golden State Equity Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $50.3K in Q1 2026.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.