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

JGP 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 		$524K Hold
18,938
– – 0.05% 149
2026
Q1 		$465K Hold
18,938
– – 0.05% 148
2025
Q4 		$477K Buy
+18,938
New +$462K 0.05% 156

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Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
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Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
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Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

JGP Wealth Management's EVT Position: Q2 2026 in Review

JGP Wealth Management held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q2 2026 at 18,938 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #149.

JGP Wealth Management first reported a position in EVT in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • JGP Wealth Management held 18,938 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $524K as of Q2 2026.
  • JGP Wealth Management left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.05% of JGP Wealth Management's portfolio in Q2 2026, its #149 holding.
  • JGP Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.