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

Harbour Wealth Management 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
2026 Q2	$280K	Buy	10,132 +72	+0.7%	+$1.89K	0.19%	78
2026 Q1	$247K	Sell	10,060 -60	-0.6%	-$1.53K	0.19%	76
2025 Q4	$255K	Buy	+10,120	New	+$247K	0.2%	81

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

Harbour Wealth Management Group's EVT Position: Q2 2026 in Review

Harbour Wealth Management Group increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 0.72% in Q2 2026, buying an estimated $1.89K and bringing the position to 10,132 shares worth $280K. The position accounts for 0.19% of the portfolio, ranked #78.

Harbour Wealth Management Group first reported a position in EVT in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Harbour Wealth Management Group held 10,132 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $280K as of Q2 2026.
Harbour Wealth Management Group bought 72 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $1.89K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.19% of Harbour Wealth Management Group's portfolio in Q2 2026, its #78 holding.
Harbour Wealth Management Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 3 quarters since.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.