Insigneo Advisory Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Insigneo Advisory Services’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	$479K	Hold	19,500	–	–	0.03%	390
2025 Q4	$491K	Hold	19,500	–	–	0.04%	373
2025 Q3	$477K	Buy	19,500 +4,000	+26%	+$96.6K	0.03%	378
2025 Q2	$374K	Hold	15,500	–	–	0.03%	405
2025 Q1	$361K	Hold	15,500	–	–	0.04%	374
2024 Q4	$373K	Hold	15,500	–	–	0.04%	361
2024 Q3	$383K	Hold	15,500	–	–	0.04%	378
2024 Q2	$356K	Hold	15,500	–	–	0.04%	368
2024 Q1	$366K	Hold	15,500	–	–	0.04%	330
2023 Q4	$345K	Hold	15,500	–	–	0.05%	309
2023 Q3	$328K	Hold	15,500	–	–	0.07%	267
2023 Q2	$353K	Hold	15,500	–	–	0.07%	252
2023 Q1	$350K	Hold	15,500	–	–	0.11%	186
2022 Q4	$353K	Buy	+15,500	New	+$363K	0.13%	166

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

Insigneo Advisory Services's EVT Position: Q1 2026 in Review

Insigneo Advisory Services held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 19,500 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #390.

Insigneo Advisory Services first reported a position in EVT in Q4 2022 and has held it in 14 quarters since. The position peaked at $491K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Insigneo Advisory Services held 19,500 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $479K as of Q1 2026.
Insigneo Advisory Services left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.03% of Insigneo Advisory Services's portfolio in Q1 2026, its #390 holding.
Insigneo Advisory Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $491K in Q4 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.