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Crumly & Associates’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Crumly & Associates’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
2026
Q3 		$4.43M Buy
88,254
+11,718
+15% +$611K 0.79% 33
2026
Q2 		$4.08M Buy
76,536
+59,558
+351% +$3.16M 0.78% 33
2026
Q1 		$892K Buy
+16,978
New +$907K 0.19% 76

Other funds holding EVIM

Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Interchange Capital Partners
Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return
Sunpointe
Sunpointe St. Louis, Missouri $328M AUM 26.96% 1-Year Est. Return
Miller Financial Services
Miller Financial Services Marshall, Michigan $132M AUM 10.64% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Private Trust Company
Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Crumly & Associates's EVIM Position: Q3 2026 in Review

Crumly & Associates increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 15% in Q3 2026, buying an estimated $611K and bringing the position to 88,254 shares worth $4.43M. The position accounts for 0.79% of the portfolio, ranked #33.

Crumly & Associates first reported a position in EVIM in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold EVIM as of Q3 2026.

  • Crumly & Associates held 88,254 shares of Eaton Vance Intermediate Municipal Income ETF worth $4.43M as of Q3 2026.
  • Crumly & Associates bought 11,718 Eaton Vance Intermediate Municipal Income ETF shares in Q3 2026, an estimated $611K.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.79% of Crumly & Associates's portfolio in Q3 2026, its #33 holding.
  • Crumly & Associates first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.