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 Q2	$382K	Buy	13,799 +2,450	+22%	+$64.3K	﹤0.01%	1085
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 $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

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

Kingsview Wealth Management increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 22% in Q2 2026, buying an estimated $64.3K and bringing the position to 13,799 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Kingsview Wealth Management first reported a position in EVT in Q3 2023 and has held it in 12 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Kingsview Wealth Management held 13,799 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $382K as of Q2 2026.
Kingsview Wealth Management bought 2,450 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $64.3K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1085 holding.
Kingsview Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2023 and has held it in 12 quarters since.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.