Sound Income Strategies’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Sound Income Strategies’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	-15,026	Closed	-$373K	–	1054
2026 Q1	$373K	Hold	15,026	–	–	0.02%	291
2025 Q4	$381K	Buy	15,026 +14,728	+4,942%	+$360K	0.02%	290
2025 Q3	$7.34K	Hold	298	–	–	﹤0.01%	1081
2025 Q2	$7.18K	Buy	298 +29	+11%	+$660	﹤0.01%	1012
2025 Q1	$6.26K	Hold	269	–	–	﹤0.01%	1018
2024 Q4	$6.47K	Hold	269	–	–	﹤0.01%	941
2024 Q3	$6.64K	Hold	269	–	–	﹤0.01%	891
2024 Q2	$6.26K	Hold	269	–	–	﹤0.01%	888
2024 Q1	$6.35K	Hold	269	–	–	﹤0.01%	863
2023 Q4	$5.99K	Hold	269	–	–	﹤0.01%	856
2023 Q3	$5.7K	Hold	269	–	–	﹤0.01%	726
2023 Q2	$6.12K	Hold	269	–	–	﹤0.01%	695
2023 Q1	$6.08K	Hold	269	–	–	﹤0.01%	667
2022 Q4	$6.13K	Hold	269	–	–	﹤0.01%	622
2022 Q3	$6K	Buy	+269	New	+$6.67K	﹤0.01%	552
2018 Q4	–	Sell	-20	Closed	–	–	702
2018 Q3	$0	Hold	20	–	–	﹤0.01%	736
2018 Q2	$0	Hold	20	–	–	﹤0.01%	665
2018 Q1	$0	Hold	20	–	–	﹤0.01%	610
2017 Q4	$0	Buy	+20	New	+$452	﹤0.01%	524

Other funds holding EVT

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

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Sound Income Strategies's EVT Position: Q2 2026 in Review

Sound Income Strategies sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q2 2026, closing a stake of 15,026 shares — an estimated $373K sold.

Sound Income Strategies first reported a position in EVT in Q4 2017 and held it in 19 quarters. The position peaked at $381K in Q4 2025. 56 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Sound Income Strategies reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 15,026 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q2 2026, an estimated $373K.
Sound Income Strategies first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2017 and held it in 19 quarters.
Sound Income Strategies's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $381K in Q4 2025.
56 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.