Keating Financial Advisory Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Keating Financial Advisory Services’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 Q1	$24.5K	Buy	996 +19	+2%	+$485	﹤0.01%	821
2025 Q4	$24.6K	Buy	+977	New	+$23.8K	﹤0.01%	846

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Keating Financial Advisory Services's EVT Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 1.9% in Q1 2026, buying an estimated $485 and bringing the position to 996 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Keating Financial Advisory Services first reported a position in EVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $24.6K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Keating Financial Advisory Services held 996 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $24.5K as of Q1 2026.
Keating Financial Advisory Services bought 19 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $485.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #821 holding.
Keating Financial Advisory Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 2 quarters since.
Keating Financial Advisory Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $24.6K in Q4 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.