Investors Research Corp’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Investors Research Corp’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	$87.1K	Hold	3,145	–	–	0.02%	336
2026 Q1	$77.2K	Hold	3,145	–	–	0.01%	354
2025 Q4	$79.2K	Hold	3,145	–	–	0.01%	389
2025 Q3	$76.9K	Hold	3,145	–	–	0.01%	395
2025 Q2	$75.8K	Hold	3,145	–	–	0.01%	417
2025 Q1	$73.2K	Hold	3,145	–	–	0.02%	410
2024 Q4	$75.6K	Hold	3,145	–	–	0.02%	424
2024 Q3	$77.7K	Hold	3,145	–	–	0.02%	428
2024 Q2	$73.2K	Hold	3,145	–	–	0.02%	437
2024 Q1	$74.2K	Hold	3,145	–	–	0.02%	440
2023 Q4	$70K	Hold	3,145	–	–	0.02%	461
2023 Q3	$66.6K	Sell	3,145 -1,355	-30%	-$30.6K	0.02%	466
2023 Q2	$102K	Hold	4,500	–	–	0.03%	412
2023 Q1	$102K	Hold	4,500	–	–	0.03%	412
2022 Q4	$103K	Hold	4,500	–	–	0.03%	410
2022 Q3	$98K	Hold	4,500	–	–	0.03%	399
2022 Q2	$107K	Hold	4,500	–	–	0.03%	402
2022 Q1	$130K	Hold	4,500	–	–	0.04%	374
2021 Q4	$134K	Hold	4,500	–	–	0.04%	365
2021 Q3	$124K	Hold	4,500	–	–	0.04%	369
2021 Q2	$124K	Hold	4,500	–	–	0.04%	359
2021 Q1	$118K	Hold	4,500	–	–	0.04%	367
2020 Q4	$106K	Hold	4,500	–	–	0.04%	408
2020 Q3	$89K	Hold	4,500	–	–	0.04%	406
2020 Q2	$87K	Hold	4,500	–	–	0.04%	384
2020 Q1	$76K	Buy	+4,500	New	+$103K	0.05%	372

Other funds holding EVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Investors Research Corp's EVT Position: Q2 2026 in Review

Investors Research Corp held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q2 2026 at 3,145 shares worth $87.1K. The position accounts for 0.02% of the portfolio, ranked #336.

Investors Research Corp first reported a position in EVT in Q1 2020 and has held it in 26 quarters since. The position peaked at $134K in Q4 2021. 24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Investors Research Corp held 3,145 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $87.1K as of Q2 2026.
Investors Research Corp left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of Investors Research Corp's portfolio in Q2 2026, its #336 holding.
Investors Research Corp first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2020 and has held it in 26 quarters since.
Investors Research Corp's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $134K in Q4 2021.
24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.