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

MGB 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
2025
Q4 		$289K Hold
11,467
– – 0.08% 180
2025
Q3 		$280K Hold
11,467
– – 0.08% 184
2025
Q2 		$276K Sell
11,467
-6,467
-36% -$147K 0.09% 180
2025
Q1 		$424K Buy
17,934
+8,967
+100% +$215K 0.15% 133
2024
Q4 		$216K Hold
8,967
– – 0.07% 186
2024
Q3 		$221K Sell
8,967
-2,400
-21% -$57.4K 0.08% 174
2024
Q2 		$270K Buy
11,367
+400
+4% +$9.29K 0.1% 161
2024
Q1 		$259K Hold
10,967
– – 0.11% 165
2023
Q4 		$244K Buy
+10,967
New +$227K 0.12% 161

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MGB Wealth Management's EVT Position: Q4 2025 in Review

MGB Wealth Management held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q4 2025 at 11,467 shares worth $289K. The position accounts for 0.08% of the portfolio, ranked #180.

MGB Wealth Management first reported a position in EVT in Q4 2023 and has held it in 9 quarters since. The position peaked at $424K in Q1 2025. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

  • MGB Wealth Management held 11,467 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $289K as of Q4 2025.
  • MGB Wealth Management left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q4 2025.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.08% of MGB Wealth Management's portfolio in Q4 2025, its #180 holding.
  • MGB Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $424K in Q1 2025.
  • 148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.