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

Sequoia Financial 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 		$715K Buy
+25,816
New +$678K ﹤0.01% 1104

Other funds holding EVT

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Sequoia Financial Advisors's EVT Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026: 25,816 shares worth $715K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings.

24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Sequoia Financial Advisors held 25,816 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $715K as of Q2 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund was a new Sequoia Financial Advisors position in Q2 2026.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1104 holding.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.