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Steward Partners Investment Advisory’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Steward Partners Investment Advisory’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 		$3.73M Buy
152,012
+56,749
+60% +$1.45M 0.02% 622
2025
Q4 		$2.4M Buy
95,263
+988
+1% +$24.1K 0.01% 721
2025
Q3 		$2.31M Buy
94,275
+1,257
+1% +$30.4K 0.01% 727
2025
Q2 		$2.24M Sell
93,018
-8,344
-8% -$190K 0.02% 683
2025
Q1 		$2.36M Buy
101,362
+7,579
+8% +$181K 0.02% 616
2024
Q4 		$2.26M Buy
93,783
+9,790
+12% +$242K 0.02% 600
2024
Q3 		$2.07M Buy
83,993
+4,026
+5% +$96.2K 0.02% 609
2024
Q2 		$1.86M Buy
79,967
+2,313
+3% +$53.7K 0.02% 607
2024
Q1 		$1.83M Buy
77,654
+88
+0.1% +$1.98K 0.02% 606
2023
Q4 		$1.73M Sell
77,566
-16,541
-18% -$342K 0.02% 544
2023
Q3 		$1.99M Buy
94,107
+30,195
+47% +$682K 0.03% 473
2023
Q2 		$1.45M Buy
63,912
+9,860
+18% +$219K 0.02% 571
2023
Q1 		$1.22M Buy
54,052
+150
+0.3% +$3.49K 0.02% 630
2022
Q4 		$1.23M Sell
53,902
-2,457
-4% -$57.5K 0.02% 595
2022
Q3 		$1.23M Sell
56,359
-2,400
-4% -$59.5K 0.02% 560
2022
Q2 		$1.4M Sell
58,759
-10,855
-16% -$275K 0.03% 542
2022
Q1 		$2.02M Buy
69,614
+528
+0.8% +$14.6K 0.03% 471
2021
Q4 		$2.06M Buy
69,086
+4,345
+7% +$125K 0.03% 489
2021
Q3 		$1.78M Buy
64,741
+200
+0.3% +$5.58K 0.03% 484
2021
Q2 		$1.78M Sell
64,541
-8,896
-12% -$245K 0.03% 474
2021
Q1 		$1.93M Buy
73,437
+15,577
+27% +$382K 0.03% 447
2020
Q4 		$1.37M Buy
57,860
+26,270
+83% +$566K 0.03% 461
2020
Q3 		$622K Sell
31,590
-1,241
-4% -$24.6K 0.02% 605
2020
Q2 		$632K Buy
32,831
+5,410
+20% +$102K 0.02% 563
2020
Q1 		$461K Buy
27,421
+6,311
+30% +$144K 0.02% 571
2019
Q4 		$538K Sell
21,110
-1,900
-8% -$47.3K 0.02% 613
2019
Q3 		$565K Buy
23,010
+3,150
+16% +$76K 0.02% 548
2019
Q2 		$472K Sell
19,860
-200
-1% -$4.64K 0.02% 576
2019
Q1 		$447K Buy
20,060
+1,500
+8% +$31.9K 0.02% 544
2018
Q4 		$352K Hold
18,560
– – 0.02% 569
2018
Q3 		$455K Buy
18,560
+2,025
+12% +$48.5K 0.02% 526
2018
Q2 		$381K Buy
16,535
+1,779
+12% +$40.4K 0.02% 524
2018
Q1 		$323K Hold
14,756
– – 0.02% 511
2017
Q4 		$343K Buy
14,756
+3,479
+31% +$78.5K 0.03% 424
2017
Q3 		$249K Buy
11,277
+3,930
+53% +$86.1K 0.03% 401
2017
Q2 		$160K Buy
7,347
+2,784
+61% +$60.3K 0.02% 438
2017
Q1 		$96K Buy
4,563
+1,890
+71% +$40.6K 0.01% 437
2016
Q4 		$54K Buy
+2,673
New +$53.3K 0.02% 314

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

Steward Partners Investment Advisory's EVT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 60% in Q1 2026, buying an estimated $1.45M and bringing the position to 152,012 shares worth $3.73M. The position accounts for 0.02% of the portfolio, ranked #622.

Steward Partners Investment Advisory first reported a position in EVT in Q4 2016 and has held it in 38 quarters since. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • Steward Partners Investment Advisory held 152,012 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $3.73M as of Q1 2026.
  • Steward Partners Investment Advisory bought 56,749 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $1.45M.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.02% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #622 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2016 and has held it in 38 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.