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 Q2	$2.58M	Buy	93,032 +7,603	+9%	+$200K	0.01%	909
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 $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

Sanctuary Advisors's EVT Position: Q2 2026 in Review

Sanctuary Advisors increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 8.9% in Q2 2026, buying an estimated $200K and bringing the position to 93,032 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #909.

Sanctuary Advisors first reported a position in EVT in Q2 2024 and has held it in 9 quarters since. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Sanctuary Advisors held 93,032 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $2.58M as of Q2 2026.
Sanctuary Advisors bought 7,603 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $200K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #909 holding.
Sanctuary Advisors first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2024 and has held it in 9 quarters since.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.