Concurrent Investment Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Concurrent Investment Advisors’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 Q2	$176K	Hold	15,666	–	–	﹤0.01%	1966
2026 Q1	$163K	Hold	15,666	–	–	﹤0.01%	1775
2025 Q4	$169K	Hold	15,666	–	–	﹤0.01%	1662
2025 Q3	$173K	Hold	15,666	–	–	﹤0.01%	1378
2025 Q2	$160K	Hold	15,666	–	–	﹤0.01%	1299
2025 Q1	$161K	Buy	15,666 +375	+2%	+$3.91K	﹤0.01%	1155
2024 Q4	$155K	Hold	15,291	–	–	﹤0.01%	1021
2024 Q3	$168K	Hold	15,291	–	–	0.01%	964
2024 Q2	$158K	Hold	15,291	–	–	0.01%	900
2024 Q1	$157K	Sell	15,291 -2,548	-14%	-$25.8K	0.01%	831
2023 Q4	$175K	Buy	+17,839	New	+$166K	0.01%	786

Other funds holding EVN

Morgan Stanley New York $1.89T AUM 35.08% 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 $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Concurrent Investment Advisors's EVN Position: Q2 2026 in Review

Concurrent Investment Advisors held its Eaton Vance Municipal Income Trust (EVN) position steady in Q2 2026 at 15,666 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Concurrent Investment Advisors first reported a position in EVN in Q4 2023 and has held it in 11 quarters since. 88 funds tracked by Wall St. Rank hold EVN as of Q2 2026.

Concurrent Investment Advisors held 15,666 shares of Eaton Vance Municipal Income Trust worth $176K as of Q2 2026.
Concurrent Investment Advisors left its Eaton Vance Municipal Income Trust share count unchanged in Q2 2026.
Eaton Vance Municipal Income Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1966 holding.
Concurrent Investment Advisors first reported a position in Eaton Vance Municipal Income Trust in Q4 2023 and has held it in 11 quarters since.
88 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.