CPG
EVN

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Cornerstone Planning Group's EVN Position: Q1 2026 in Review

Cornerstone Planning Group held its Eaton Vance Municipal Income Trust (EVN) position steady in Q1 2026 at 2,700 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Cornerstone Planning Group first reported a position in EVN in Q2 2025 and has held it in 4 quarters since. The position peaked at $29.5K in Q3 2025. 87 funds tracked by Wall St. Rank hold EVN as of Q1 2026.

  • Cornerstone Planning Group held 2,700 shares of Eaton Vance Municipal Income Trust worth $28.1K as of Q1 2026.
  • Cornerstone Planning Group left its Eaton Vance Municipal Income Trust share count unchanged in Q1 2026.
  • Eaton Vance Municipal Income Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #562 holding.
  • Cornerstone Planning Group first reported a position in Eaton Vance Municipal Income Trust in Q2 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Eaton Vance Municipal Income Trust position peaked at $29.5K in Q3 2025.
  • 87 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.