Samalin Investment Counsel’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Samalin Investment Counsel’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	$1.79M	Buy	64,791 +28,094	+77%	+$738K	0.56%	43
2026 Q1	$901K	Buy	+36,697	New	+$938K	0.32%	82

Other funds holding EVT

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Samalin Investment Counsel's EVT Position: Q2 2026 in Review

Samalin Investment Counsel increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 77% in Q2 2026, buying an estimated $738K and bringing the position to 64,791 shares worth $1.79M. The position accounts for 0.56% of the portfolio, ranked #43.

Samalin Investment Counsel first reported a position in EVT in Q1 2026 and has held it in 2 quarters since. 55 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Samalin Investment Counsel held 64,791 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $1.79M as of Q2 2026.
Samalin Investment Counsel bought 28,094 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $738K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.56% of Samalin Investment Counsel's portfolio in Q2 2026, its #43 holding.
Samalin Investment Counsel first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2026 and has held it in 2 quarters since.
55 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.