Belpointe Asset Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Belpointe Asset Management’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 Q1	$129K	Hold	12,433	–	–	﹤0.01%	1042
2025 Q4	$134K	Hold	12,433	–	–	﹤0.01%	993
2025 Q3	$138K	Buy	+12,433	New	+$132K	0.01%	950
2023 Q2	–	Sell	-4,933	Closed	-$50K	–	1426
2023 Q1	$50K	Hold	4,933	–	–	﹤0.01%	1698
2022 Q4	$48.7K	Buy	+4,933	New	+$48.5K	﹤0.01%	1633
2022 Q2	–	Sell	-8,724	Closed	-$104K	–	1171
2022 Q1	$104K	Hold	8,724	–	–	0.01%	1200
2021 Q4	$121K	Hold	8,724	–	–	0.01%	1113
2021 Q3	$121K	Buy	+8,724	New	+$124K	0.01%	1072
2018 Q4	–	Sell	-24,300	Closed	-$279K	–	539
2018 Q3	$279K	Hold	24,300	–	–	0.04%	379
2018 Q2	$288K	Hold	24,300	–	–	0.08%	270
2018 Q1	$285K	Hold	24,300	–	–	0.08%	260
2017 Q4	$301K	Sell	24,300 -4,000	-14%	-$50.2K	0.07%	336
2017 Q3	$366K	Buy	+28,300	New	+$367K	0.09%	278

Other funds holding EVN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Belpointe Asset Management's EVN Position: Q1 2026 in Review

Belpointe Asset Management held its Eaton Vance Municipal Income Trust (EVN) position steady in Q1 2026 at 12,433 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Belpointe Asset Management first reported a position in EVN in Q3 2017 and has held it in 13 quarters since. The position peaked at $366K in Q3 2017. 87 funds tracked by Wall St. Rank hold EVN as of Q1 2026.

Belpointe Asset Management held 12,433 shares of Eaton Vance Municipal Income Trust worth $129K as of Q1 2026.
Belpointe Asset Management left its Eaton Vance Municipal Income Trust share count unchanged in Q1 2026.
Eaton Vance Municipal Income Trust made up ﹤0.01% of Belpointe Asset Management's portfolio in Q1 2026, its #1042 holding.
Belpointe Asset Management first reported a position in Eaton Vance Municipal Income Trust in Q3 2017 and has held it in 13 quarters since.
Belpointe Asset Management's Eaton Vance Municipal Income Trust position peaked at $366K in Q3 2017.
87 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.