HBK Sorce Advisory’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

HBK Sorce Advisory’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	$280K	Buy	+10,650	New	+$272K	0.01%	506

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HBK Sorce Advisory's EVT Position: Q1 2026 in Review

HBK Sorce Advisory opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026: 10,650 shares worth $280K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

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

HBK Sorce Advisory held 10,650 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $280K as of Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new HBK Sorce Advisory position in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #506 holding.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.