Action Point Financial Planning’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Action Point Financial Planning’s Portfolio EVIM Stock Details EVIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$277K	Buy	+5,200	New	+$276K	0.03%	374

Other funds holding EVIM

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

LPT

Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return

SWASL

Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Action Point Financial Planning's EVIM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q2 2026: 5,200 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #374 among its holdings.

42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

Action Point Financial Planning held 5,200 shares of Eaton Vance Intermediate Municipal Income ETF worth $277K as of Q2 2026.
Eaton Vance Intermediate Municipal Income ETF was a new Action Point Financial Planning position in Q2 2026.
Eaton Vance Intermediate Municipal Income ETF made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #374 holding.
42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.