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

Modern 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	–	Sell	-8,254	Closed	-$202K	–	861
2025 Q3	$202K	Buy	+8,254	New	+$199K	﹤0.01%	766

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

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

Modern Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2025, closing a stake of 8,254 shares — an estimated $202K sold.

Modern Wealth Management first reported a position in EVT in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

Modern Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 8,254 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $202K.
Modern Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2025 and held it in 1 quarter.
Modern Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $202K in Q3 2025.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

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