Silverlake Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Silverlake Wealth 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 Q1	$534K	Hold	21,769	–	–	0.11%	204
2025 Q4	$548K	Hold	21,769	–	–	0.12%	186
2025 Q3	$532K	Hold	21,769	–	–	0.13%	175
2025 Q2	$525K	Hold	21,769	–	–	0.15%	162
2025 Q1	$507K	Hold	21,769	–	–	0.19%	127
2024 Q4	$524K	Hold	21,769	–	–	0.2%	125
2024 Q3	$537K	Hold	21,769	–	–	0.2%	118
2024 Q2	$507K	Sell	21,769 -1,150	-5%	-$26.7K	0.21%	115
2024 Q1	$541K	Hold	22,919	–	–	0.28%	91
2023 Q4	$510K	Hold	22,919	–	–	0.28%	91
2023 Q3	$485K	Hold	22,919	–	–	0.27%	95
2023 Q2	$521K	Hold	22,919	–	–	0.29%	83
2023 Q1	$518K	Hold	22,919	–	–	0.31%	73
2022 Q4	$523K	Hold	22,919	–	–	0.33%	73
2022 Q3	$498K	Hold	22,919	–	–	0.34%	75
2022 Q2	$547K	Hold	22,919	–	–	0.36%	72
2022 Q1	$664K	Sell	22,919 -763	-3%	-$21.1K	0.38%	71
2021 Q4	$705K	Buy	+23,682	New	+$682K	0.38%	68

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

Silverlake Wealth Management's EVT Position: Q1 2026 in Review

Silverlake Wealth Management held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 21,769 shares worth $534K. The position accounts for 0.11% of the portfolio, ranked #204.

Silverlake Wealth Management first reported a position in EVT in Q4 2021 and has held it in 18 quarters since. The position peaked at $705K in Q4 2021. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Silverlake Wealth Management held 21,769 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $534K as of Q1 2026.
Silverlake Wealth Management left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.11% of Silverlake Wealth Management's portfolio in Q1 2026, its #204 holding.
Silverlake Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2021 and has held it in 18 quarters since.
Silverlake Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $705K in Q4 2021.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Silverlake Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.