Prevail Innovative Wealth Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Prevail Innovative Wealth 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
2026 Q1	–	Sell	-88,666	Closed	-$2.23M	–	198
2025 Q4	$2.23M	Buy	88,666 +6,610	+8%	+$161K	0.4%	86
2025 Q3	$2.01M	Buy	82,056 +15,138	+23%	+$366K	0.39%	94
2025 Q2	$1.61M	Buy	66,918 +8,066	+14%	+$183K	0.36%	98
2025 Q1	$1.37M	Buy	58,852 +9,561	+19%	+$229K	0.36%	94
2024 Q4	$1.19M	Buy	49,291 +29,699	+152%	+$734K	0.34%	90
2024 Q3	$484K	Buy	+19,592	New	+$468K	0.15%	121

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Prevail Innovative Wealth Advisors's EVT Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026, closing a stake of 88,666 shares — an estimated $2.23M sold.

Prevail Innovative Wealth Advisors first reported a position in EVT in Q3 2024 and held it in 6 quarters. The position peaked at $2.23M in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 88,666 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $2.23M.
Prevail Innovative Wealth Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2024 and held it in 6 quarters.
Prevail Innovative Wealth Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2.23M in Q4 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.