BFC Planning, Inc.’s Eaton Vance Municipal Income Trust EVN Stock Holding History

BFC Planning, Inc.’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 Q3	$1.54M	Buy	166,239 +3,591	+2%	+$38K	0.06%	294
2026 Q2	$1.83M	Buy	162,648 +5,334	+3%	+$57K	0.07%	260
2026 Q1	$1.64M	Buy	157,314 +719	+0.5%	+$7.78K	0.07%	262
2025 Q4	$1.68M	Buy	+156,595	New	+$1.72M	0.07%	253

Other funds holding EVN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Melfa Wealth Management Westborough, Massachusetts $180M AUM 7.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BFC Planning, Inc.'s EVN Position: Q3 2026 in Review

BFC Planning, Inc. increased its Eaton Vance Municipal Income Trust (EVN) stake by 2.2% in Q3 2026, buying an estimated $38K and bringing the position to 166,239 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #294.

BFC Planning, Inc. first reported a position in EVN in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.83M in Q2 2026. 66 funds tracked by Wall St. Rank hold EVN as of Q3 2026.

BFC Planning, Inc. held 166,239 shares of Eaton Vance Municipal Income Trust worth $1.54M as of Q3 2026.
BFC Planning, Inc. bought 3,591 Eaton Vance Municipal Income Trust shares in Q3 2026, an estimated $38K.
Eaton Vance Municipal Income Trust made up 0.06% of BFC Planning, Inc.'s portfolio in Q3 2026, its #294 holding.
BFC Planning, Inc. first reported a position in Eaton Vance Municipal Income Trust in Q4 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s Eaton Vance Municipal Income Trust position peaked at $1.83M in Q2 2026.
66 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.