KA
EVT icon

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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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