Kovack Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Kovack Advisors’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	$327K	Sell	11,783 -5,352	-31%	-$141K	0.02%	767
2026 Q1	$425K	Hold	17,135	–	–	0.02%	640
2025 Q4	$431K	Buy	+17,135	New	+$418K	0.02%	640
2025 Q3	–	Sell	-17,132	Closed	-$413K	–	636
2025 Q2	$413K	Buy	+17,132	New	+$390K	0.04%	382
2021 Q1	–	Sell	-8,500	Closed	-$201K	–	660
2020 Q4	$201K	Sell	8,500 -2,000	-19%	-$43.1K	0.03%	523
2020 Q3	$207K	Sell	10,500 -4,015	-28%	-$79.7K	0.04%	413
2020 Q2	$279K	Sell	14,515 -9,000	-38%	-$169K	0.05%	340
2020 Q1	$396K	Buy	23,515 +8,804	+60%	+$201K	0.09%	229
2019 Q4	$375K	Buy	+14,711	New	+$366K	0.07%	316

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

Kovack Advisors's EVT Position: Q2 2026 in Review

Kovack Advisors reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 31% in Q2 2026, selling an estimated $141K and leaving 11,783 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #767.

Kovack Advisors first reported a position in EVT in Q4 2019 and has held it in 9 quarters since. The position peaked at $431K in Q4 2025. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Kovack Advisors held 11,783 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $327K as of Q2 2026.
Kovack Advisors sold 5,352 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $141K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #767 holding.
Kovack Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2019 and has held it in 9 quarters since.
Kovack Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $431K in Q4 2025.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.