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
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

Morgan Stanley
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Cornerstone Planning Group's EVN Position: Q2 2026 in Review

Cornerstone Planning Group held its Eaton Vance Municipal Income Trust (EVN) position steady in Q2 2026 at 2,700 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Cornerstone Planning Group first reported a position in EVN in Q2 2025 and has held it in 5 quarters since. The position peaked at $29.5K in Q3 2025. 89 funds tracked by Wall St. Rank hold EVN as of Q2 2026.

  • Cornerstone Planning Group held 2,700 shares of Eaton Vance Municipal Income Trust worth $29.2K as of Q2 2026.
  • Cornerstone Planning Group left its Eaton Vance Municipal Income Trust share count unchanged in Q2 2026.
  • Eaton Vance Municipal Income Trust made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #560 holding.
  • Cornerstone Planning Group first reported a position in Eaton Vance Municipal Income Trust in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Eaton Vance Municipal Income Trust position peaked at $29.5K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.