Parallel Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Parallel Advisors’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	-256	Closed	-$6.28K	–	3661
2025 Q3	$6.28K	Buy	+256	New	+$6.18K	﹤0.01%	2695
2025 Q1	–	Sell	-2,206	Closed	-$53.1K	–	3561
2024 Q4	$53.1K	Sell	2,206 -485	-18%	-$12K	﹤0.01%	1601
2024 Q3	$66.4K	Hold	2,691	–	–	﹤0.01%	1458
2024 Q2	$62.7K	Buy	2,691 +2,432	+939%	+$56.5K	﹤0.01%	1403
2024 Q1	$6.1K	Hold	259	–	–	﹤0.01%	2469
2023 Q4	$5.75K	Buy	+259	New	+$5.35K	﹤0.01%	2478
2020 Q1	–	Sell	-934	Closed	-$21.3K	–	2451
2019 Q4	$24K	Hold	934	–	–	﹤0.01%	1312
2019 Q3	$23K	Hold	934	–	–	﹤0.01%	1296
2019 Q2	$22K	Hold	934	–	–	﹤0.01%	1235
2019 Q1	$21K	Buy	+934	New	+$19.9K	﹤0.01%	1184

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

Parallel Advisors's EVT Position: Q4 2025 in Review

Parallel Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2025, closing a stake of 256 shares — an estimated $6.28K sold.

Parallel Advisors first reported a position in EVT in Q1 2019 and held it in 10 quarters. The position peaked at $66.4K in Q3 2024. 148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

Parallel Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q4 2025 after selling out during the quarter.
Parallel Advisors sold 256 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q4 2025, an estimated $6.28K.
Parallel Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2019 and held it in 10 quarters.
Parallel Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $66.4K in Q3 2024.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on Parallel Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.