Ethos Financial Group’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Ethos Financial 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	$155K	Hold	14,861	–	–	0.01%	503
2025 Q4	$160K	Hold	14,861	–	–	0.01%	485
2025 Q3	$165K	Hold	14,861	–	–	0.01%	466
2025 Q2	$152K	Sell	14,861 -1,832	-11%	-$18.7K	0.01%	436
2025 Q1	$169K	Hold	16,693	–	–	0.02%	403
2024 Q4	$169K	Hold	16,693	–	–	0.02%	299
2024 Q3	$183K	Hold	16,693	–	–	0.03%	280
2024 Q2	$173K	Hold	16,693	–	–	0.03%	268
2024 Q1	$171K	Hold	16,693	–	–	0.03%	263
2023 Q4	$164K	Buy	+16,693	New	+$155K	0.03%	259

Other funds holding EVN

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Ethos Financial Group's EVN Position: Q1 2026 in Review

Ethos Financial Group held its Eaton Vance Municipal Income Trust (EVN) position steady in Q1 2026 at 14,861 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #503.

Ethos Financial Group first reported a position in EVN in Q4 2023 and has held it in 10 quarters since. The position peaked at $183K in Q3 2024. 87 funds tracked by Wall St. Rank hold EVN as of Q1 2026.

Ethos Financial Group held 14,861 shares of Eaton Vance Municipal Income Trust worth $155K as of Q1 2026.
Ethos Financial Group left its Eaton Vance Municipal Income Trust share count unchanged in Q1 2026.
Eaton Vance Municipal Income Trust made up 0.01% of Ethos Financial Group's portfolio in Q1 2026, its #503 holding.
Ethos Financial Group first reported a position in Eaton Vance Municipal Income Trust in Q4 2023 and has held it in 10 quarters since.
Ethos Financial Group's Eaton Vance Municipal Income Trust position peaked at $183K in Q3 2024.
87 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.