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Prime Capital Investment Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Prime Capital Investment 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 		$479K Sell
19,493
-2,223
-10% -$56.8K 0.01% 687
2025
Q4 		$547K Sell
21,716
-1,779
-8% -$43.4K 0.01% 624
2025
Q3 		$574K Sell
23,495
-756
-3% -$18.3K 0.01% 598
2025
Q2 		$584K Sell
24,251
-1,826
-7% -$41.5K 0.01% 570
2025
Q1 		$607K Sell
26,077
-1,929
-7% -$46.2K 0.01% 621
2024
Q4 		$674K Sell
28,006
-2,785
-9% -$68.8K 0.01% 501
2024
Q3 		$760K Sell
30,791
-2,030
-6% -$48.5K 0.01% 492
2024
Q2 		$764K Sell
32,821
-1,288
-4% -$29.9K 0.01% 483
2024
Q1 		$805K Sell
34,109
-4,710
-12% -$106K 0.01% 504
2023
Q4 		$864K Sell
38,819
-1,221
-3% -$25.2K 0.01% 459
2023
Q3 		$848K Sell
40,040
-819
-2% -$18.5K 0.02% 371
2023
Q2 		$930K Buy
40,859
+20,544
+101% +$457K 0.02% 371
2023
Q1 		$459K Sell
20,315
-26,472
-57% -$617K 0.02% 357
2022
Q4 		$1.07M Buy
46,787
+27,216
+139% +$637K 0.04% 236
2022
Q3 		$426K Buy
+19,571
New +$485K 0.02% 258

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Prime Capital Investment Advisors's EVT Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 10% in Q1 2026, selling an estimated $56.8K and leaving 19,493 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #687.

Prime Capital Investment Advisors first reported a position in EVT in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q4 2022. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • Prime Capital Investment Advisors held 19,493 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $479K as of Q1 2026.
  • Prime Capital Investment Advisors sold 2,223 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $56.8K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #687 holding.
  • Prime Capital Investment Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2022 and has held it in 15 quarters since.
  • Prime Capital Investment Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.07M in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.