Independent Advisor Alliance’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Independent Advisor Alliance’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	$348K	Buy	+14,195	New	+$363K	﹤0.01%	1263
2019 Q2	–	Sell	-11,564	Closed	-$258K	–	435
2019 Q1	$258K	Buy	+11,564	New	+$246K	0.04%	351

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

Independent Advisor Alliance's EVT Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026: 14,195 shares worth $348K. The stake represents ﹤0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in EVT as recently as Q1 2019.

Independent Advisor Alliance first reported a position in EVT in Q1 2019 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Independent Advisor Alliance held 14,195 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $348K as of Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Independent Advisor Alliance position in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1263 holding.
Independent Advisor Alliance first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2019 and has held it in 2 quarters since.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.