AssetMark Inc’s Eaton Vance Municipal Income Trust EVN Stock Holding History

AssetMark Inc’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
2026 Q3	$7.52K	Hold	814	–	–	﹤0.01%	2618
2026 Q2	$9.17K	Hold	814	–	–	﹤0.01%	2483
2026 Q1	$8.47K	Hold	814	–	–	﹤0.01%	2377
2025 Q4	$8.76K	Hold	814	–	–	﹤0.01%	2260
2025 Q3	$9.01K	Hold	814	–	–	﹤0.01%	2148
2025 Q2	$8.33K	Buy	+814	New	+$8.3K	﹤0.01%	1999
2022 Q2	–	Sell	-1,343	Closed	-$16K	–	1529
2022 Q1	$16K	Hold	1,343	–	–	﹤0.01%	1112
2021 Q4	$19K	Buy	+1,343	New	+$18.5K	﹤0.01%	1061

Other funds holding EVN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.46B AUM 15.62% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc's EVN Position: Q3 2026 in Review

AssetMark Inc held its Eaton Vance Municipal Income Trust (EVN) position steady in Q3 2026 at 814 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2618.

AssetMark Inc first reported a position in EVN in Q4 2021 and has held it in 8 quarters since. The position peaked at $19K in Q4 2021. 42 funds tracked by Wall St. Rank hold EVN as of Q3 2026.

AssetMark Inc held 814 shares of Eaton Vance Municipal Income Trust worth $7.52K as of Q3 2026.
AssetMark Inc left its Eaton Vance Municipal Income Trust share count unchanged in Q3 2026.
Eaton Vance Municipal Income Trust made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2618 holding.
AssetMark Inc first reported a position in Eaton Vance Municipal Income Trust in Q4 2021 and has held it in 8 quarters since.
AssetMark Inc's Eaton Vance Municipal Income Trust position peaked at $19K in Q4 2021.
42 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.