CAS
EVIM icon

Coppell Advisory Solutions’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-1,050
Closed -$54.6K – 804
2024
Q4 		$54.6K Buy
+1,050
New +$55.2K 0.01% 554

Other funds holding EVIM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions's EVIM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q1 2025, closing a stake of 1,050 shares — an estimated $54.6K sold.

Coppell Advisory Solutions first reported a position in EVIM in Q4 2024 and held it in 1 quarter. The position peaked at $54.6K in Q4 2024. 8 funds tracked by Wall St. Rank hold EVIM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Eaton Vance Intermediate Municipal Income ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,050 Eaton Vance Intermediate Municipal Income ETF shares in Q1 2025, an estimated $54.6K.
  • Coppell Advisory Solutions first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Eaton Vance Intermediate Municipal Income ETF position peaked at $54.6K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.