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Clear Trail Advisors’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Clear Trail Advisors’s Portfolio EVIM Stock Details EVIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.29M Buy
118,166
+26,667
+29% +$1.41M 0.96% 32
2026
Q1 		$4.81M Buy
+91,499
New +$4.89M 0.8% 39

Other funds holding EVIM

P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

Clear Trail Advisors's EVIM Position: Q2 2026 in Review

Clear Trail Advisors increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 29% in Q2 2026, buying an estimated $1.41M and bringing the position to 118,166 shares worth $6.29M. The position accounts for 0.96% of the portfolio, ranked #32.

Clear Trail Advisors first reported a position in EVIM in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Clear Trail Advisors held 118,166 shares of Eaton Vance Intermediate Municipal Income ETF worth $6.29M as of Q2 2026.
  • Clear Trail Advisors bought 26,667 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $1.41M.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.96% of Clear Trail Advisors's portfolio in Q2 2026, its #32 holding.
  • Clear Trail Advisors first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.