Jones Financial Companies
EVT icon

Jones Financial Companies’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Jones Financial Companies’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
-60
Closed -$1.44K – 4276
2025
Q2 		$1.44K Buy
+60
New +$1.36K ﹤0.01% 3565

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1CP
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MGAM
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Wells Fargo
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JIC
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KIM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies's EVT Position: Q3 2025 in Review

Jones Financial Companies sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2025, closing a stake of 60 shares — an estimated $1.44K sold.

Jones Financial Companies first reported a position in EVT in Q2 2025 and held it in 1 quarter. The position peaked at $1.44K in Q2 2025. 142 funds tracked by Wall St. Rank hold EVT as of Q3 2025.

  • Jones Financial Companies reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 60 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2025, an estimated $1.44K.
  • Jones Financial Companies first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2025 and held it in 1 quarter.
  • Jones Financial Companies's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.44K in Q2 2025.
  • 142 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.