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

Summit Investment Advisory 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	$481K	Buy	19,590 +134	+0.7%	+$3.42K	0.18%	44
2025 Q4	$490K	Sell	19,456 -41	-0.2%	-$1K	0.18%	43
2025 Q3	$477K	Sell	19,497 -12,291	-39%	-$297K	0.19%	42
2025 Q2	$766K	Sell	31,788 -4,774	-13%	-$109K	0.33%	32
2025 Q1	$851K	Buy	36,562 +138	+0.4%	+$3.3K	0.42%	26
2024 Q4	$876K	Buy	36,424 +389	+1%	+$9.62K	0.45%	26
2024 Q3	$890K	Buy	+36,035	New	+$861K	0.47%	26
2024 Q2	–	Sell	-39,306	Closed	-$928K	–	57
2024 Q1	$928K	Sell	39,306 -53	-0.1%	-$1.19K	0.55%	25
2023 Q4	$876K	Sell	39,359 -8,587	-18%	-$177K	0.55%	24
2023 Q3	$1.02M	Buy	47,946 +255	+0.5%	+$5.76K	0.75%	19
2023 Q2	$1.08M	Buy	47,691 +254	+0.5%	+$5.65K	0.72%	19
2023 Q1	$1.07M	Buy	47,437 +238	+0.5%	+$5.54K	0.76%	19
2022 Q4	$1.08M	Buy	+47,199	New	+$1.11M	1.3%	15

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

Summit Investment Advisory Services's EVT Position: Q1 2026 in Review

Summit Investment Advisory Services increased its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 0.69% in Q1 2026, buying an estimated $3.42K and bringing the position to 19,590 shares worth $481K. The position accounts for 0.18% of the portfolio, ranked #44.

Summit Investment Advisory Services first reported a position in EVT in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.08M in Q2 2023. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Summit Investment Advisory Services held 19,590 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $481K as of Q1 2026.
Summit Investment Advisory Services bought 134 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $3.42K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.18% of Summit Investment Advisory Services's portfolio in Q1 2026, its #44 holding.
Summit Investment Advisory Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2022 and has held it in 13 quarters since.
Summit Investment Advisory Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.08M in Q2 2023.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.