AWA
EVN

Arkadios Wealth Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Arkadios Wealth Advisors’s Portfolio EVN Stock Details EVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,191
Closed -$113K – 1148
2024
Q4 		$113K Sell
11,191
-8,157
-42% -$86.1K 0.01% 884
2024
Q3 		$212K Sell
19,348
-12,356
-39% -$132K 0.01% 825
2024
Q2 		$328K Buy
+31,704
New +$319K 0.02% 605

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Arkadios Wealth Advisors's EVN Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2025, closing a stake of 11,191 shares — an estimated $113K sold.

Arkadios Wealth Advisors first reported a position in EVN in Q2 2024 and held it in 3 quarters. The position peaked at $328K in Q2 2024. 82 funds tracked by Wall St. Rank hold EVN as of Q1 2025.

  • Arkadios Wealth Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 11,191 Eaton Vance Municipal Income Trust shares in Q1 2025, an estimated $113K.
  • Arkadios Wealth Advisors first reported a position in Eaton Vance Municipal Income Trust in Q2 2024 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Eaton Vance Municipal Income Trust position peaked at $328K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.