AF
CEV

Atala Financial’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Atala Financial’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$531K Hold
52,582
– – 0.36% 64
2025
Q4 		$528K Buy
52,582
+30,082
+134% +$309K 0.34% 66
2025
Q3 		$227K Buy
+22,500
New +$217K 0.14% 115

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atala Financial's CEV Position: Q1 2026 in Review

Atala Financial held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q1 2026 at 52,582 shares worth $531K. The position accounts for 0.36% of the portfolio, ranked #64.

Atala Financial first reported a position in CEV in Q3 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

  • Atala Financial held 52,582 shares of Eaton Vance California Municipal Income Trust worth $531K as of Q1 2026.
  • Atala Financial left its Eaton Vance California Municipal Income Trust share count unchanged in Q1 2026.
  • Eaton Vance California Municipal Income Trust made up 0.36% of Atala Financial's portfolio in Q1 2026, its #64 holding.
  • Atala Financial first reported a position in Eaton Vance California Municipal Income Trust in Q3 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on Atala Financial's 13F filing for Q1 2026, filed 10 Apr 2026.