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Shaker Financial Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Shaker Financial Services’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 		– Sell
-62,331
Closed -$1.53M – 156
2026
Q1 		$1.53M Sell
62,331
-108,982
-64% -$2.78M 0.53% 70
2025
Q4 		$4.31M Buy
171,313
+89,764
+110% +$2.19M 1.37% 15
2025
Q3 		$1.99M Sell
81,549
-36,370
-31% -$878K 0.68% 54
2025
Q2 		$2.84M Sell
117,919
-170,653
-59% -$3.88M 1.03% 29
2025
Q1 		$6.72M Buy
288,572
+106,899
+59% +$2.56M 2.61% 6
2024
Q4 		$4.37M Sell
181,673
-24,973
-12% -$617K 1.67% 13
2024
Q3 		$5.1M Buy
206,646
+28,511
+16% +$682K 1.92% 12
2024
Q2 		$4.15M Sell
178,135
-65,703
-27% -$1.53M 1.68% 14
2024
Q1 		$5.75M Buy
243,838
+68,443
+39% +$1.54M 2.23% 7
2023
Q4 		$3.9M Buy
175,395
+59,810
+52% +$1.24M 1.6% 9
2023
Q3 		$2.45M Buy
115,585
+16,818
+17% +$380K 1.14% 23
2023
Q2 		$2.25M Sell
98,767
-23,553
-19% -$524K 0.98% 33
2023
Q1 		$2.77M Sell
122,320
-4,338
-3% -$101K 1.21% 23
2022
Q4 		$2.89M Buy
126,658
+92,561
+271% +$2.17M 1.35% 21
2022
Q3 		$742K Buy
+34,097
New +$845K 0.37% 77
2022
Q1 		– Sell
-18,550
Closed -$553K – 157
2021
Q4 		$553K Sell
18,550
-61,316
-77% -$1.77M 0.2% 111
2021
Q3 		$2.19M Buy
79,866
+22,084
+38% +$616K 0.88% 41
2021
Q2 		$1.6M Buy
57,782
+41,138
+247% +$1.13M 0.59% 65
2021
Q1 		$437K Buy
16,644
+3,288
+25% +$80.7K 0.17% 129
2020
Q4 		$316K Sell
13,356
-45,708
-77% -$985K 0.13% 135
2020
Q3 		$1.16M Buy
59,064
+30,312
+105% +$602K 0.62% 51
2020
Q2 		$553K Buy
+28,752
New +$541K 0.31% 92
2019
Q2 		– Sell
-263,351
Closed -$5.87M – 130
2019
Q1 		$5.87M Buy
263,351
+23,468
+10% +$500K 2.97% 6
2018
Q4 		$4.55M Buy
+239,883
New +$5.32M 2.57% 6
2018
Q2 		– Sell
-47,117
Closed -$1.03M – 118
2018
Q1 		$1.03M Buy
+47,117
New +$1.08M 0.5% 63
2015
Q3 		– Sell
-34,373
Closed -$681K – 106
2015
Q2 		$681K Buy
34,373
+12,752
+59% +$262K 0.42% 70
2015
Q1 		$446K Sell
21,621
-6,272
-22% -$129K 0.28% 87
2014
Q4 		$580K Sell
27,893
-100,674
-78% -$2.04M 0.37% 79
2014
Q3 		$2.6M Sell
128,567
-54,018
-30% -$1.1M 1.68% 15
2014
Q2 		$3.78M Buy
182,585
+18,823
+11% +$378K 2.3% 7
2014
Q1 		$3.22M Sell
163,762
-11,772
-7% -$226K 2.11% 9
2013
Q4 		$3.34M Buy
175,534
+9,017
+5% +$167K 2.32% 2
2013
Q3 		$3M Buy
166,517
+49,969
+43% +$914K 2.22% 4
2013
Q2 		$2.13M Buy
+116,548
New +$2.2M 1.57% 13

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 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

Shaker Financial Services's EVT Position: Q2 2026 in Review

Shaker Financial Services sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026, closing a stake of 62,331 shares — an estimated $1.53M sold.

Shaker Financial Services first reported a position in EVT in Q2 2013 and held it in 34 quarters. The position peaked at $6.72M in Q1 2025. 24 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

  • Shaker Financial Services reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
  • Shaker Financial Services sold 62,331 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $1.53M.
  • Shaker Financial Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2013 and held it in 34 quarters.
  • Shaker Financial Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $6.72M in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.