GPS Wealth Strategies Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

GPS Wealth Strategies Group’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 Q2	–	Sell	-1,007	Closed	-$23.4K	–	1648
2025 Q1	$23.4K	Hold	1,007	–	–	﹤0.01%	793
2024 Q4	$24.2K	Hold	1,007	–	–	﹤0.01%	752
2024 Q3	$24.9K	Hold	1,007	–	–	﹤0.01%	752
2024 Q2	$23.4K	Hold	1,007	–	–	﹤0.01%	724
2024 Q1	$23.8K	Hold	1,007	–	–	﹤0.01%	683
2023 Q4	$22.4K	Hold	1,007	–	–	﹤0.01%	670
2023 Q3	$21.3K	Hold	1,007	–	–	﹤0.01%	680
2023 Q2	$22.9K	Hold	1,007	–	–	﹤0.01%	666
2023 Q1	$22.8K	Buy	+1,007	New	+$23.5K	﹤0.01%	663
2022 Q4	–	Sell	-1,007	Closed	-$22K	–	432
2022 Q3	$22K	Hold	1,007	–	–	0.01%	599
2022 Q2	$24K	Hold	1,007	–	–	0.01%	581
2022 Q1	$29K	Hold	1,007	–	–	0.01%	526
2021 Q4	$30K	Hold	1,007	–	–	0.01%	505
2021 Q3	$28K	Hold	1,007	–	–	0.01%	506
2021 Q2	$28K	Buy	1,007 +1	+0.1%	+$28	0.01%	524
2021 Q1	$26K	Buy	+1,006	New	+$24.7K	0.01%	496

Other funds holding EVT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MGAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GPS Wealth Strategies Group's EVT Position: Q2 2025 in Review

GPS Wealth Strategies Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2025, closing a stake of 1,007 shares — an estimated $23.4K sold.

GPS Wealth Strategies Group first reported a position in EVT in Q1 2021 and held it in 16 quarters. The position peaked at $30K in Q4 2021. 144 funds tracked by Wall St. Rank hold EVT as of Q2 2025.

GPS Wealth Strategies Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,007 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2025, an estimated $23.4K.
GPS Wealth Strategies Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and held it in 16 quarters.
GPS Wealth Strategies Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $30K in Q4 2021.
144 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2025, filed 5 Aug 2025.