Wealth Alliance Advisory Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Wealth Alliance Advisory Group’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 Q3	$432K	Sell	15,480 -1,157	-7%	-$32.8K	0.06%	126
2026 Q2	$461K	Hold	16,637	–	–	0.07%	123
2026 Q1	$408K	Hold	16,637	–	–	0.06%	135
2025 Q4	$419K	Hold	16,637	–	–	0.07%	130
2025 Q3	$407K	Sell	16,637 -400	-2%	-$9.66K	0.07%	127
2025 Q2	$411K	Hold	17,037	–	–	0.08%	124
2025 Q1	$396K	Hold	17,037	–	–	0.08%	126
2024 Q4	$410K	Hold	17,037	–	–	0.09%	119
2024 Q3	$421K	Hold	17,037	–	–	0.09%	121
2024 Q2	$397K	Hold	17,037	–	–	0.09%	127
2024 Q1	$402K	Hold	17,037	–	–	0.09%	126
2023 Q4	$379K	Hold	17,037	–	–	0.1%	126
2023 Q3	$361K	Hold	17,037	–	–	0.11%	117
2023 Q2	$388K	Hold	17,037	–	–	0.14%	106
2023 Q1	$385K	Hold	17,037	–	–	0.14%	100
2022 Q4	$388K	Buy	17,037 +5,500	+48%	+$129K	0.15%	91
2022 Q3	$251K	Hold	11,537	–	–	0.11%	114
2022 Q2	$275K	Hold	11,537	–	–	0.13%	107
2022 Q1	$334K	Hold	11,537	–	–	0.14%	105
2021 Q4	$344K	Sell	11,537 -35	-0.3%	-$1.01K	0.15%	105
2021 Q3	$318K	Hold	11,572	–	–	0.15%	104
2021 Q2	$320K	Hold	11,572	–	–	0.16%	107
2021 Q1	$304K	Hold	11,572	–	–	0.16%	104
2020 Q4	$274K	Hold	11,572	–	–	0.15%	112
2020 Q3	$228K	Hold	11,572	–	–	0.13%	110
2020 Q2	$223K	Hold	11,572	–	–	0.14%	106
2020 Q1	$195K	Hold	11,572	–	–	0.15%	103
2019 Q4	$295K	Hold	11,572	–	–	0.17%	92
2019 Q3	$280K	Hold	11,572	–	–	0.17%	88
2019 Q2	$287K	Hold	11,572	–	–	0.18%	90
2019 Q1	$272K	Buy	+11,572	New	+$246K	0.18%	95

Other funds holding EVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

BTC

Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return

Wealth Alliance Advisory Group's EVT Position: Q3 2026 in Review

Wealth Alliance Advisory Group reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 7% in Q3 2026, selling an estimated $32.8K and leaving 15,480 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #126.

Wealth Alliance Advisory Group first reported a position in EVT in Q1 2019 and has held it in 31 quarters since. The position peaked at $461K in Q2 2026. 13 funds tracked by Wall St. Rank hold EVT as of Q3 2026.

Wealth Alliance Advisory Group held 15,480 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $432K as of Q3 2026.
Wealth Alliance Advisory Group sold 1,157 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2026, an estimated $32.8K.
Eaton Vance Tax-Advantaged Dividend Income Fund made up 0.06% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #126 holding.
Wealth Alliance Advisory Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2019 and has held it in 31 quarters since.
Wealth Alliance Advisory Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $461K in Q2 2026.
13 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.