Xcel Wealth Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Xcel Wealth Management’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	–	Sell	-8,120	Closed	-$204K	–	137
2025 Q4	$204K	Sell	8,120 -300	-4%	-$7.32K	0.05%	142
2025 Q3	$206K	Sell	8,420 -2,950	-26%	-$71.2K	0.05%	137
2025 Q2	$274K	Hold	11,370	–	–	0.08%	123
2025 Q1	$265K	Buy	11,370 +45	+0.4%	+$1.08K	0.08%	119
2024 Q4	$272K	Buy	11,325 +100	+0.9%	+$2.47K	0.08%	118
2024 Q3	$277K	Sell	11,225 -100	-0.9%	-$2.39K	0.08%	114
2024 Q2	$264K	Sell	11,325 -1,900	-14%	-$44.1K	0.08%	112
2024 Q1	$312K	Sell	13,225 -100	-0.8%	-$2.25K	0.1%	98
2023 Q4	$296K	Sell	13,325 -225	-2%	-$4.65K	0.1%	96
2023 Q3	$287K	Buy	13,550 +4,750	+54%	+$107K	0.11%	93
2023 Q2	$200K	Buy	+8,800	New	+$196K	0.06%	133
2021 Q2	–	Sell	-8,226	Closed	-$216K	–	142
2021 Q1	$216K	Buy	+8,226	New	+$202K	0.08%	123

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

Xcel Wealth Management's EVT Position: Q1 2026 in Review

Xcel Wealth Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026, closing a stake of 8,120 shares — an estimated $204K sold.

Xcel Wealth Management first reported a position in EVT in Q1 2021 and held it in 12 quarters. The position peaked at $312K in Q1 2024. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Xcel Wealth Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Xcel Wealth Management sold 8,120 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $204K.
Xcel Wealth Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2021 and held it in 12 quarters.
Xcel Wealth Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $312K in Q1 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.