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

Simplicity Wealth’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	$282K	Hold	11,468	–	–	0.02%	615
2025 Q4	$289K	Buy	+11,468	New	+$280K	0.02%	566

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

Simplicity Wealth's EVT Position: Q1 2026 in Review

Simplicity Wealth held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 11,468 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #615.

Simplicity Wealth first reported a position in EVT in Q4 2025 and has held it in 2 quarters since. The position peaked at $289K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Simplicity Wealth held 11,468 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $282K as of Q1 2026.
Simplicity Wealth left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #615 holding.
Simplicity Wealth first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and has held it in 2 quarters since.
Simplicity Wealth's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $289K in Q4 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.