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Next Level Private’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Next Level Private’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 		$229K Buy
+8,288
New +$218K 0.04% 161
2026
Q1 		– Sell
-7,980
Closed -$201K – 178
2025
Q4 		$201K Buy
+7,980
New +$195K 0.05% 159

Other funds holding EVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Next Level Private's EVT Position: Q2 2026 in Review

Next Level Private opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 8,288 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #161 among its holdings. This is a return to the name: Next Level Private previously reported a position in EVT as recently as Q4 2025.

Next Level Private first reported a position in EVT in Q4 2025 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Next Level Private held 8,288 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $229K as of Q2 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund was a new Next Level Private position in Q2 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.04% of Next Level Private's portfolio in Q2 2026, its #161 holding.
  • Next Level Private first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Next Level Private's 13F filing for Q2 2026, filed 9 Jul 2026.