Highline Wealth Partners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Highline Wealth 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	–	Sell	-150	Closed	-$3.78K	–	1317
2025 Q4	$3.78K	Hold	150	–	–	﹤0.01%	645
2025 Q3	$3.67K	Buy	+150	New	+$3.62K	﹤0.01%	675

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

Highline Wealth Partners's EVT Position: Q1 2026 in Review

Highline Wealth Partners sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026, closing a stake of 150 shares — an estimated $3.78K sold.

Highline Wealth Partners first reported a position in EVT in Q3 2025 and held it in 2 quarters. The position peaked at $3.78K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Highline Wealth Partners reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Highline Wealth Partners sold 150 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $3.78K.
Highline Wealth Partners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2025 and held it in 2 quarters.
Highline Wealth Partners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $3.78K in Q4 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Highline Wealth Partners's 13F filing for Q1 2026, filed 6 Apr 2026.