Shikiar Asset Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Shikiar Asset Management’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	$554K	Hold	20,000	–	–	0.14%	77
2026 Q1	$491K	Hold	20,000	–	–	0.14%	72
2025 Q4	$504K	Hold	20,000	–	–	0.13%	70
2025 Q3	$489K	Buy	+20,000	New	+$483K	0.12%	72

Other funds holding EVT

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

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

Shikiar Asset Management's EVT Position: Q2 2026 in Review

Shikiar Asset Management held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q2 2026 at 20,000 shares worth $554K. The position accounts for 0.14% of the portfolio, ranked #77.

Shikiar Asset Management first reported a position in EVT in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Shikiar Asset Management held 20,000 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $554K as of Q2 2026.
Shikiar Asset Management left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.14% of Shikiar Asset Management's portfolio in Q2 2026, its #77 holding.
Shikiar Asset Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2025 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Shikiar Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.