Salomon & Ludwin’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Salomon & Ludwin’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	$56.9K	Sell	2,048 -101	-5%	-$2.65K	﹤0.01%	479
2026 Q1	$52.6K	Hold	2,149	–	–	﹤0.01%	460
2025 Q4	$54.7K	Sell	2,149 -260	-11%	-$6.35K	﹤0.01%	383
2025 Q3	$59.2K	Sell	2,409 -185	-7%	-$4.47K	0.01%	345
2025 Q2	$63.1K	Hold	2,594	–	–	0.01%	239
2025 Q1	$60.4K	Hold	2,594	–	–	0.01%	228
2024 Q4	$62.4K	Hold	2,594	–	–	0.01%	226
2024 Q3	$64K	Sell	2,594 -186	-7%	-$4.45K	0.01%	234
2024 Q2	$64.7K	Hold	2,780	–	–	0.01%	233
2024 Q1	$65.6K	Buy	+2,780	New	+$62.5K	0.01%	313

Other funds holding EVT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 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 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

Salomon & Ludwin's EVT Position: Q2 2026 in Review

Salomon & Ludwin reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 4.7% in Q2 2026, selling an estimated $2.65K and leaving 2,048 shares worth $56.9K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Salomon & Ludwin first reported a position in EVT in Q1 2024 and has held it in 10 quarters since. The position peaked at $65.6K in Q1 2024. 156 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Salomon & Ludwin held 2,048 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $56.9K as of Q2 2026.
Salomon & Ludwin sold 101 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $2.65K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #479 holding.
Salomon & Ludwin first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2024 and has held it in 10 quarters since.
Salomon & Ludwin's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $65.6K in Q1 2024.
156 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.