HF
CEV

HRT Financial’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

HRT Financial’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 		$142K Buy
+13,546
New +$139K ﹤0.01% 3515
2022
Q2 		– Sell
-21,067
Closed -$241K – 3005
2022
Q1 		$241K Buy
21,067
+10,302
+96% +$128K ﹤0.01% 2381
2021
Q4 		$145K Buy
+10,765
New +$147K ﹤0.01% 2656

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

HRT Financial's CEV Position: Q2 2026 in Review

HRT Financial opened a new position in Eaton Vance California Municipal Income Trust (CEV) in Q2 2026: 13,546 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #3515 among its holdings. This is a return to the name: HRT Financial previously reported a position in CEV as recently as Q1 2022.

HRT Financial first reported a position in CEV in Q4 2021 and has held it in 3 quarters since. The position peaked at $241K in Q1 2022. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

  • HRT Financial held 13,546 shares of Eaton Vance California Municipal Income Trust worth $142K as of Q2 2026.
  • Eaton Vance California Municipal Income Trust was a new HRT Financial position in Q2 2026.
  • Eaton Vance California Municipal Income Trust made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3515 holding.
  • HRT Financial first reported a position in Eaton Vance California Municipal Income Trust in Q4 2021 and has held it in 3 quarters since.
  • HRT Financial's Eaton Vance California Municipal Income Trust position peaked at $241K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.