EPW
CEV

Evolve Private Wealth’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Evolve Private Wealth’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 		$232K Sell
22,021
-1,606
-7% -$16.5K 0.01% 866
2026
Q1 		$238K Sell
23,627
-247
-1% -$2.56K 0.01% 874
2025
Q4 		$240K Buy
+23,874
New +$245K 0.01% 813

Other funds holding CEV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evolve Private Wealth's CEV Position: Q2 2026 in Review

Evolve Private Wealth reduced its Eaton Vance California Municipal Income Trust (CEV) stake by 6.8% in Q2 2026, selling an estimated $16.5K and leaving 22,021 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #866.

Evolve Private Wealth first reported a position in CEV in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

  • Evolve Private Wealth held 22,021 shares of Eaton Vance California Municipal Income Trust worth $232K as of Q2 2026.
  • Evolve Private Wealth sold 1,606 Eaton Vance California Municipal Income Trust shares in Q2 2026, an estimated $16.5K.
  • Eaton Vance California Municipal Income Trust made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #866 holding.
  • Evolve Private Wealth first reported a position in Eaton Vance California Municipal Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Eaton Vance California Municipal Income Trust position peaked at $240K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.