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

Kingsview 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 Q1	$279K	Hold	11,349	–	–	﹤0.01%	1118
2025 Q4	$286K	Buy	11,349 +794	+8%	+$19.4K	﹤0.01%	1038
2025 Q3	$258K	Sell	10,555 -3,548	-25%	-$85.7K	﹤0.01%	1027
2025 Q2	$340K	Buy	14,103 +8	+0.1%	+$182	0.01%	899
2025 Q1	$328K	Buy	14,095 +487	+4%	+$11.7K	0.01%	859
2024 Q4	$327K	Sell	13,608 -24	-0.2%	-$593	0.01%	865
2024 Q3	$337K	Buy	13,632 +18	+0.1%	+$430	0.01%	844
2024 Q2	$317K	Sell	13,614 -62	-0.5%	-$1.44K	0.01%	814
2024 Q1	$323K	Buy	13,676 +17	+0.1%	+$382	0.01%	794
2023 Q4	$304K	Sell	13,659 -51	-0.4%	-$1.05K	0.01%	761
2023 Q3	$290K	Buy	+13,710	New	+$310K	0.01%	752

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

Kingsview Wealth Management's EVT Position: Q1 2026 in Review

Kingsview Wealth Management held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 11,349 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Kingsview Wealth Management first reported a position in EVT in Q3 2023 and has held it in 11 quarters since. The position peaked at $340K in Q2 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Kingsview Wealth Management held 11,349 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $279K as of Q1 2026.
Kingsview Wealth Management left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1118 holding.
Kingsview Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2023 and has held it in 11 quarters since.
Kingsview Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $340K in Q2 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.