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 Q2	–	Sell	-11,468	Closed	-$282K	–	1033
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 $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Simplicity Wealth's EVT Position: Q2 2026 in Review

Simplicity Wealth sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026, closing a stake of 11,468 shares — an estimated $282K sold.

Simplicity Wealth first reported a position in EVT in Q4 2025 and held it in 2 quarters. The position peaked at $289K in Q4 2025. 157 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Simplicity Wealth reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Simplicity Wealth sold 11,468 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $282K.
Simplicity Wealth first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2025 and held it in 2 quarters.
Simplicity Wealth's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $289K in Q4 2025.
157 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.