Commonwealth Equity Services
EVIM icon

Commonwealth Equity Services’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Commonwealth Equity Services’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
Q3 		$10.6M Buy
210,293
+167,596
+393% +$8.74M 0.01% 869
2026
Q2 		$2.27M Buy
42,697
+29,721
+229% +$1.57M ﹤0.01% 1990
2026
Q1 		$682K Buy
12,976
+509
+4% +$27.2K ﹤0.01% 2931
2025
Q4 		$662K Buy
12,467
+5,523
+80% +$293K ﹤0.01% 2934
2025
Q3 		$364K Buy
+6,944
New +$359K ﹤0.01% 3464

Other funds holding EVIM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Interchange Capital Partners
Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Sunpointe
Sunpointe St. Louis, Missouri $328M AUM 26.96% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Commonwealth Equity Services's EVIM Position: Q3 2026 in Review

Commonwealth Equity Services increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 393% in Q3 2026, buying an estimated $8.74M and bringing the position to 210,293 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #869.

Commonwealth Equity Services first reported a position in EVIM in Q3 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold EVIM as of Q3 2026.

  • Commonwealth Equity Services held 210,293 shares of Eaton Vance Intermediate Municipal Income ETF worth $10.6M as of Q3 2026.
  • Commonwealth Equity Services bought 167,596 Eaton Vance Intermediate Municipal Income ETF shares in Q3 2026, an estimated $8.74M.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #869 holding.
  • Commonwealth Equity Services first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.