CPWL
EVN

Coquina Private Wealth LLC’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Coquina Private Wealth LLC’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 		$153K Buy
13,629
+194
+1% +$2.07K 0.1% 101
2026
Q1 		$140K Buy
13,435
+191
+1% +$2.07K 0.11% 96
2025
Q4 		$143K Buy
+13,244
New +$145K 0.11% 90

Other funds holding EVN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Coquina Private Wealth LLC's EVN Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its Eaton Vance Municipal Income Trust (EVN) stake by 1.4% in Q2 2026, buying an estimated $2.07K and bringing the position to 13,629 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #101.

Coquina Private Wealth LLC first reported a position in EVN in Q4 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold EVN as of Q2 2026.

  • Coquina Private Wealth LLC held 13,629 shares of Eaton Vance Municipal Income Trust worth $153K as of Q2 2026.
  • Coquina Private Wealth LLC bought 194 Eaton Vance Municipal Income Trust shares in Q2 2026, an estimated $2.07K.
  • Eaton Vance Municipal Income Trust made up 0.1% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #101 holding.
  • Coquina Private Wealth LLC first reported a position in Eaton Vance Municipal Income Trust in Q4 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.