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Prospera Financial Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Prospera Financial Services’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 		$953K Buy
34,428
+280
+0.8% +$7.35K 0.01% 795
2026
Q1 		$838K Buy
34,148
+2,325
+7% +$59.4K 0.01% 791
2025
Q4 		$801K Buy
31,823
+1,053
+3% +$25.7K 0.01% 763
2025
Q3 		$752K Buy
30,770
+3,954
+15% +$95.5K 0.01% 788
2025
Q2 		$646K Sell
26,816
-987
-4% -$22.4K 0.01% 818
2025
Q1 		$647K Buy
27,803
+13,092
+89% +$313K 0.01% 692
2024
Q4 		$354K Buy
+14,711
New +$364K 0.01% 866
2023
Q1 		– Sell
-9,711
Closed -$221K – 972
2022
Q4 		$221K Sell
9,711
-1,341
-12% -$31.4K 0.01% 814
2022
Q3 		$241K Buy
11,052
+10,373
+1,528% +$257K 0.01% 721
2022
Q2 		$16K Sell
679
-16,399
-96% -$416K ﹤0.01% 1251
2022
Q1 		$495K Buy
17,078
+4,922
+40% +$136K 0.02% 595
2021
Q4 		$362K Buy
+12,156
New +$350K 0.02% 650
2020
Q4 		– Sell
-5,350
Closed -$105K – 929
2020
Q3 		$105K Buy
+5,350
New +$106K 0.04% 394

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Prospera Financial Services's EVT Position: Q2 2026 in Review

Prospera Financial Services increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 0.82% in Q2 2026, buying an estimated $7.35K and bringing the position to 34,428 shares worth $953K. The position accounts for 0.01% of the portfolio, ranked #795.

Prospera Financial Services first reported a position in EVT in Q3 2020 and has held it in 13 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Prospera Financial Services held 34,428 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $953K as of Q2 2026.
  • Prospera Financial Services bought 280 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $7.35K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #795 holding.
  • Prospera Financial Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2020 and has held it in 13 quarters since.
  • 157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.