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
2025 Q4	$6.62K	Buy	+263	New	+$6.42K	﹤0.01%	1868

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

SageView Advisory Group's EVT Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q4 2025: 263 shares worth $6.62K. The stake represents ﹤0.01% of the portfolio and ranks #1868 among its holdings.

148 funds tracked by Wall St. Rank hold EVT as of Q4 2025.

SageView Advisory Group held 263 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $6.62K as of Q4 2025.
Eaton Vance Tax-Advantaged Dividend Income Fund was a new SageView Advisory Group position in Q4 2025.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1868 holding.
148 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.