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 Q2	–	Sell	-14,195	Closed	-$348K	–	1201
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 $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

Independent Advisor Alliance's EVT Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026, closing a stake of 14,195 shares — an estimated $348K sold.

Independent Advisor Alliance first reported a position in EVT in Q1 2019 and held it in 2 quarters. The position peaked at $348K in Q1 2026. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Independent Advisor Alliance reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 14,195 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $348K.
Independent Advisor Alliance first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2019 and held it in 2 quarters.
Independent Advisor Alliance's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $348K in Q1 2026.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.