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McCarley & Cook Financial Planners’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

McCarley & Cook Financial Planners’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
Q3 		$30.9K Hold
1,106
– – 0.02% 113
2026
Q2 		$30.6K Hold
1,106
– – 0.02% 109
2026
Q1 		$27.2K Sell
1,106
-500
-31% -$12.8K 0.02% 113
2025
Q4 		$40.4K Buy
+1,606
New +$39.2K 0.04% 90

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Shaker Financial Services
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MRA Advisory Group
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
True North Advisors
True North Advisors Dallas, Texas $1.35B AUM 15.32% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Shikiar Asset Management
Shikiar Asset Management New York $398M AUM 33.64% 1-Year Est. Return

McCarley & Cook Financial Planners's EVT Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q3 2026 at 1,106 shares worth $30.9K. The position accounts for 0.02% of the portfolio, ranked #113.

McCarley & Cook Financial Planners first reported a position in EVT in Q4 2025 and has held it in 4 quarters since. The position peaked at $40.4K in Q4 2025. 32 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

  • McCarley & Cook Financial Planners held 1,106 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $30.9K as of Q3 2026.
  • McCarley & Cook Financial Planners left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #113 holding.
  • McCarley & Cook Financial Planners first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $40.4K in Q4 2025.
  • 32 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.