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

Vista Investment Partners II’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	$235K	Hold	8,496	–	–	0.09%	140
2026 Q1	$209K	Hold	8,496	–	–	0.09%	144
2025 Q4	$214K	Hold	8,496	–	–	0.09%	137
2025 Q3	$208K	Hold	8,496	–	–	0.1%	130
2025 Q2	$205K	Buy	+8,496	New	+$193K	0.1%	124

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

Vista Investment Partners II's EVT Position: Q2 2026 in Review

Vista Investment Partners II held its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) position steady in Q2 2026 at 8,496 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #140.

Vista Investment Partners II first reported a position in EVT in Q2 2025 and has held it in 5 quarters since. 59 funds tracked by Wall St. Rank hold EVT as of Q2 2026.

Vista Investment Partners II held 8,496 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $235K as of Q2 2026.
Vista Investment Partners II left its Eaton Vance Tax-Advantaged Dividend Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.09% of Vista Investment Partners II's portfolio in Q2 2026, its #140 holding.
Vista Investment Partners II first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2025 and has held it in 5 quarters since.
59 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.