EVT — EATON VANCE TAX ADVT DIV INCM

Ownership history in 1776 Wealth LLC · 24 quarters on record

This page tracks every 13F SEC filing in which 1776 Wealth LLC reported a position in EATON VANCE TAX ADVT DIV INCM (EVT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.28% (2020 Q1)

Avg. % of fund

1.0%

First filed

2019 Q4

Last filed

2025 Q4

Quarters held

24

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	76,286	+636	+0.8%	0.72%	$1.9M	$24.70
2025 Q3	ADDED	75,650	+3,042	+4.2%	0.71%	$1.8M	$23.50
2025 Q2	REDUCED	72,608	-601	-0.8%	0.72%	$1.7M	$22.70
2025 Q1	UNCHANGED	73,209	—	0%	0.78%	$1.7M	$21.44

% of Fund (quarterly) EVT price (monthly, adj. close)

Other funds also holding EVT

As of 2025 Q4 — sorted by position size

McGowan Group Asset Management, Inc. 3Y 7Y 2.45% Shaker Financial Services, LLC 3Y 7Y 1.37% 1607 Capital Partners, LLC 3Y 7Y 1.36% MRA Advisory Group 3Y 0.91% Joel Isaacson & Co., LLC 3Y 7Y 0.62% Accel Wealth Management 3Y 0.57% Formidable Asset Management, LLC 3Y 7Y 0.47% SMH CAPITAL ADVISORS INC 3Y 7Y 0.46% PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.4% COMMONS CAPITAL, LLC 3Y 0.27%

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