NWMP
EVT icon

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

Noble Wealth Management PBC’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 		$72.1K Sell
2,604
-441
-14% -$11.6K 0.03% 249
2026
Q1 		$74.8K Buy
+3,045
New +$77.8K 0.04% 225

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

Noble Wealth Management PBC's EVT Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 14% in Q2 2026, selling an estimated $11.6K and leaving 2,604 shares worth $72.1K. The position accounts for 0.03% of the portfolio, ranked #249.

Noble Wealth Management PBC first reported a position in EVT in Q1 2026 and has held it in 2 quarters since. The position peaked at $74.8K in Q1 2026. 24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Noble Wealth Management PBC held 2,604 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $72.1K as of Q2 2026.
  • Noble Wealth Management PBC sold 441 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $11.6K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.03% of Noble Wealth Management PBC's portfolio in Q2 2026, its #249 holding.
  • Noble Wealth Management PBC first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2026 and has held it in 2 quarters since.
  • Noble Wealth Management PBC's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $74.8K in Q1 2026.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.