BWG
EVYM

Beta Wealth Group’s Eaton Vance High Income Municipal ETF EVYM Stock Holding History

Beta Wealth Group’s Portfolio EVYM Stock Details EVYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-23,660
Closed -$1.18M – 122
2025
Q4 		$1.18M Sell
23,660
-2,002
-8% -$99.9K 0.48% 45
2025
Q3 		$1.27M Buy
+25,662
New +$1.24M 0.5% 43

Other funds holding EVYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Beta Wealth Group's EVYM Position: Q1 2026 in Review

Beta Wealth Group sold out of Eaton Vance High Income Municipal ETF (EVYM) in Q1 2026, closing a stake of 23,660 shares — an estimated $1.18M sold.

Beta Wealth Group first reported a position in EVYM in Q3 2025 and held it in 2 quarters. The position peaked at $1.27M in Q3 2025. 10 funds tracked by Wall St. Rank hold EVYM as of Q1 2026.

  • Beta Wealth Group reported no remaining Eaton Vance High Income Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Beta Wealth Group sold 23,660 Eaton Vance High Income Municipal ETF shares in Q1 2026, an estimated $1.18M.
  • Beta Wealth Group first reported a position in Eaton Vance High Income Municipal ETF in Q3 2025 and held it in 2 quarters.
  • Beta Wealth Group's Eaton Vance High Income Municipal ETF position peaked at $1.27M in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Eaton Vance High Income Municipal ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.