CWS
CEV

Cypress Wealth Services’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Cypress Wealth Services’s Portfolio CEV Stock Details CEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$668K Buy
63,476
+4,398
+7% +$45.2K 0.08% 185
2026
Q1 		$595K Buy
59,078
+848
+1% +$8.77K 0.08% 192
2025
Q4 		$585K Buy
58,230
+2,831
+5% +$29.1K 0.08% 192
2025
Q3 		$558K Buy
55,399
+589
+1% +$5.69K 0.09% 168
2025
Q2 		$531K Buy
+54,810
New +$531K 0.1% 165
2024
Q4 		– Sell
-55,454
Closed -$603K – 285
2024
Q3 		$603K Buy
55,454
+23,539
+74% +$258K 0.12% 128
2024
Q2 		$347K Buy
31,915
+384
+1% +$4.08K 0.08% 180
2024
Q1 		$335K Buy
+31,531
New +$331K 0.08% 183

Other funds holding CEV

WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
VCWA
Vanguard Capital Wealth Advisors Denver, Colorado $148M AUM 91.21% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Cypress Wealth Services's CEV Position: Q2 2026 in Review

Cypress Wealth Services increased its Eaton Vance California Municipal Income Trust (CEV) stake by 7.4% in Q2 2026, buying an estimated $45.2K and bringing the position to 63,476 shares worth $668K. The position accounts for 0.08% of the portfolio, ranked #185.

Cypress Wealth Services first reported a position in CEV in Q1 2024 and has held it in 8 quarters since. 12 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

  • Cypress Wealth Services held 63,476 shares of Eaton Vance California Municipal Income Trust worth $668K as of Q2 2026.
  • Cypress Wealth Services bought 4,398 Eaton Vance California Municipal Income Trust shares in Q2 2026, an estimated $45.2K.
  • Eaton Vance California Municipal Income Trust made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #185 holding.
  • Cypress Wealth Services first reported a position in Eaton Vance California Municipal Income Trust in Q1 2024 and has held it in 8 quarters since.
  • 12 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.