Institute for Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Institute for Wealth Management’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	$141K	Buy	+5,108	New	+$134K	0.01%	607
2022 Q2	–	Sell	-7,692	Closed	-$223K	–	542
2022 Q1	$223K	Hold	7,692	–	–	0.04%	494
2021 Q4	$229K	Sell	7,692 -38	-0.5%	-$1.09K	0.04%	440
2021 Q3	$212K	Hold	7,730	–	–	0.04%	454
2021 Q2	$214K	Sell	7,730 -19	-0.2%	-$523	0.04%	449
2021 Q1	$204K	Buy	+7,749	New	+$190K	0.04%	444

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

Institute for Wealth Management's EVT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 5,108 shares worth $141K. The stake represents 0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in EVT as recently as Q1 2022.

Institute for Wealth Management first reported a position in EVT in Q1 2021 and has held it in 6 quarters since. The position peaked at $229K in Q4 2021. 156 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Institute for Wealth Management held 5,108 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $141K as of Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new Institute for Wealth Management position in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #607 holding.
Institute for Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and has held it in 6 quarters since.
Institute for Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $229K in Q4 2021.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.