Cornerstone Planning Group’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Cornerstone Planning Group’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 Q3	–	Sell	-2,700	Closed	-$29.2K	–	648
2026 Q2	$29.2K	Hold	2,700	–	–	﹤0.01%	560
2026 Q1	$28.1K	Hold	2,700	–	–	﹤0.01%	562
2025 Q4	$29K	Hold	2,700	–	–	﹤0.01%	487
2025 Q3	$29.5K	Hold	2,700	–	–	﹤0.01%	476
2025 Q2	$28.5K	Buy	+2,700	New	+$27.5K	0.01%	350

Other funds holding EVN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Meadowbrook Wealth Management Garden City, New York $95.4M AUM 31.96% 1-Year Est. Return

InTrack Investment Management South Burlington, Vermont $207M AUM 23.38% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CFGSD

Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $199M AUM 3.12% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Cornerstone Planning Group's EVN Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2026, closing a stake of 2,700 shares — an estimated $29.2K sold.

Cornerstone Planning Group first reported a position in EVN in Q2 2025 and held it in 5 quarters. The position peaked at $29.5K in Q3 2025. 11 funds tracked by Wall St. Rank hold EVN as of Q3 2026.

Cornerstone Planning Group reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 2,700 Eaton Vance Municipal Income Trust shares in Q3 2026, an estimated $29.2K.
Cornerstone Planning Group first reported a position in Eaton Vance Municipal Income Trust in Q2 2025 and held it in 5 quarters.
Cornerstone Planning Group's Eaton Vance Municipal Income Trust position peaked at $29.5K in Q3 2025.
11 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.