Sanctuary Advisors’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Sanctuary Advisors’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	$2.1M	Buy	85,429 +435	+0.5%	+$11.1K	0.01%	938
2025 Q4	$2.14M	Sell	84,994 -2,583	-3%	-$63.1K	0.01%	900
2025 Q3	$2.14M	Buy	87,577 +37,253	+74%	+$900K	0.01%	854
2025 Q2	$1.21M	Buy	50,324 +27,087	+117%	+$616K	0.01%	1108
2025 Q1	$541K	Sell	23,237 -4,057	-15%	-$97.1K	﹤0.01%	1475
2024 Q4	$674K	Sell	27,294 -2,018	-7%	-$49.9K	﹤0.01%	1503
2024 Q3	$742K	Sell	29,312 -508	-2%	-$12.1K	﹤0.01%	1443
2024 Q2	$682K	Buy	+29,820	New	+$693K	0.01%	1423

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Sanctuary Advisors's EVT Position: Q1 2026 in Review

Sanctuary Advisors increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 0.51% in Q1 2026, buying an estimated $11.1K and bringing the position to 85,429 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #938.

Sanctuary Advisors first reported a position in EVT in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q3 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Sanctuary Advisors held 85,429 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $2.1M as of Q1 2026.
Sanctuary Advisors bought 435 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $11.1K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #938 holding.
Sanctuary Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $2.14M in Q3 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.