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SageView Advisory Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

SageView Advisory Group’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
-263
Closed -$6.62K – 1174
2025
Q4 		$6.62K Buy
+263
New +$6.42K ﹤0.01% 1868

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
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

SageView Advisory Group's EVT Position: Q1 2026 in Review

SageView Advisory Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026, closing a stake of 263 shares — an estimated $6.62K sold.

SageView Advisory Group first reported a position in EVT in Q4 2025 and held it in 1 quarter. The position peaked at $6.62K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • SageView Advisory Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 263 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $6.62K.
  • SageView Advisory Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $6.62K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.