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Sowell Financial Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Sowell Financial Services’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 		$658K Hold
26,797
– – 0.02% 554
2025
Q4 		$675K Hold
26,797
– – 0.02% 557
2025
Q3 		$655K Hold
26,797
– – 0.03% 558
2025
Q2 		$646K Sell
26,797
-3,331
-11% -$75.8K 0.03% 543
2025
Q1 		$701K Sell
30,128
-3,588
-11% -$85.8K 0.03% 499
2024
Q4 		$811K Sell
33,716
-839
-2% -$20.7K 0.04% 341
2024
Q3 		$853K Buy
34,555
+4,688
+16% +$112K 0.04% 366
2024
Q2 		$696K Buy
29,867
+199
+0.7% +$4.62K 0.03% 389
2024
Q1 		$700K Sell
29,668
-2,362
-7% -$53.1K 0.03% 403
2023
Q4 		$713K Buy
32,030
+2,901
+10% +$60K 0.04% 384
2023
Q3 		$617K Sell
29,129
-17,772
-38% -$401K 0.04% 371
2023
Q2 		$1.07M Buy
46,901
+2,951
+7% +$65.7K 0.06% 343
2023
Q1 		$994K Sell
43,950
-1,514
-3% -$35.3K 0.08% 295
2022
Q4 		$1.04M Buy
45,464
+3,452
+8% +$80.8K 0.07% 310
2022
Q3 		$914K Buy
42,012
+1,563
+4% +$38.7K 0.09% 247
2022
Q2 		$966K Buy
40,449
+1,691
+4% +$42.9K 0.09% 167
2022
Q1 		$969K Buy
38,758
+2,312
+6% +$64K 0.17% 92
2021
Q4 		$1.09M Buy
+36,446
New +$1.05M 0.06% 317
2021
Q2 		– Sell
-18,557
Closed -$523K – 1193
2021
Q1 		$523K Buy
18,557
+510
+3% +$12.5K 0.02% 627
2020
Q4 		$427K Buy
18,047
+4,962
+38% +$107K 0.02% 566
2020
Q3 		$258K Sell
13,085
-3,405
-21% -$67.6K 0.01% 658
2020
Q2 		$317K Hold
16,490
– – 0.02% 578
2020
Q1 		$278K Hold
16,490
– – 0.02% 568
2019
Q4 		$421K Hold
16,490
– – 0.03% 499
2019
Q3 		$405K Buy
+16,490
New +$398K 0.03% 463

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Sowell Financial Services's EVT Position: Q1 2026 in Review

Sowell Financial Services held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q1 2026 at 26,797 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #554.

Sowell Financial Services first reported a position in EVT in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.09M in Q4 2021. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • Sowell Financial Services held 26,797 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $658K as of Q1 2026.
  • Sowell Financial Services 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 Sowell Financial Services's portfolio in Q1 2026, its #554 holding.
  • Sowell Financial Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2019 and has held it in 25 quarters since.
  • Sowell Financial Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.09M in Q4 2021.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.