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 Q3	$797K	Buy	77,865 +14,389	+23%	+$149K	0.09%	166
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

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Cypress Wealth Services's CEV Position: Q3 2026 in Review

Cypress Wealth Services increased its Eaton Vance California Municipal Income Trust (CEV) stake by 23% in Q3 2026, buying an estimated $149K and bringing the position to 77,865 shares worth $797K. The position accounts for 0.09% of the portfolio, ranked #166.

Cypress Wealth Services first reported a position in CEV in Q1 2024 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold CEV as of Q3 2026.

Cypress Wealth Services held 77,865 shares of Eaton Vance California Municipal Income Trust worth $797K as of Q3 2026.
Cypress Wealth Services bought 14,389 Eaton Vance California Municipal Income Trust shares in Q3 2026, an estimated $149K.
Eaton Vance California Municipal Income Trust made up 0.09% of Cypress Wealth Services's portfolio in Q3 2026, its #166 holding.
Cypress Wealth Services first reported a position in Eaton Vance California Municipal Income Trust in Q1 2024 and has held it in 9 quarters since.
8 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.