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J.W. Cole Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

J.W. Cole Advisors’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
2025
Q3 		– Sell
-10,292
Closed -$248K – 1569
2025
Q2 		$248K Buy
+10,292
New +$234K 0.01% 1242
2023
Q1 		– Sell
-9,252
Closed -$211K – 784
2022
Q4 		$211K Sell
9,252
-243
-3% -$5.69K 0.02% 677
2022
Q3 		$207K Buy
9,495
+7
+0.1% +$173 0.02% 665
2022
Q2 		$226K Buy
9,488
+6
+0.1% +$152 0.02% 632
2022
Q1 		$275K Sell
9,482
-25,768
-73% -$713K 0.02% 648
2021
Q4 		$1.05M Buy
35,250
+850
+2% +$24.5K 0.07% 290
2021
Q3 		$944K Buy
34,400
+2,300
+7% +$64.2K 0.07% 175
2021
Q2 		$887K Buy
32,100
+500
+2% +$13.8K 0.07% 299
2021
Q1 		$830K Buy
31,600
+700
+2% +$17.2K 0.08% 275
2020
Q4 		$731K Sell
30,900
-13,284
-30% -$286K 0.08% 274
2020
Q3 		$870K Buy
44,184
+13,876
+46% +$275K 0.07% 281
2020
Q2 		$583K Buy
+30,308
New +$570K 0.09% 208
2020
Q1 		– Sell
-29,540
Closed -$754K – 216
2019
Q4 		$754K Buy
+29,540
New +$735K 0.1% 223

Other funds holding EVT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

J.W. Cole Advisors's EVT Position: Q3 2025 in Review

J.W. Cole Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2025, closing a stake of 10,292 shares — an estimated $248K sold.

J.W. Cole Advisors first reported a position in EVT in Q4 2019 and held it in 13 quarters. The position peaked at $1.05M in Q4 2021. 142 funds tracked by Wall St. Rank hold EVT as of Q3 2025.

  • J.W. Cole Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,292 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2025, an estimated $248K.
  • J.W. Cole Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and held it in 13 quarters.
  • J.W. Cole Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.05M in Q4 2021.
  • 142 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2025.

Based on J.W. Cole Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.