CAM
CEV

Concorde Asset Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Concorde Asset Management’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 		$101K Hold
10,000
– – 0.05% 204
2025
Q4 		$100K Buy
+10,000
New +$103K 0.04% 238

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
AF
Atala Financial Calabasas, California $149M AUM 23.95% 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

Concorde Asset Management's CEV Position: Q1 2026 in Review

Concorde Asset Management held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q1 2026 at 10,000 shares worth $101K. The position accounts for 0.05% of the portfolio, ranked #204.

Concorde Asset Management first reported a position in CEV in Q4 2025 and has held it in 2 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

  • Concorde Asset Management held 10,000 shares of Eaton Vance California Municipal Income Trust worth $101K as of Q1 2026.
  • Concorde Asset Management left its Eaton Vance California Municipal Income Trust share count unchanged in Q1 2026.
  • Eaton Vance California Municipal Income Trust made up 0.05% of Concorde Asset Management's portfolio in Q1 2026, its #204 holding.
  • Concorde Asset Management first reported a position in Eaton Vance California Municipal Income Trust in Q4 2025 and has held it in 2 quarters since.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.