KAS
EVN

Kestra Advisory Services’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Kestra Advisory Services’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
Q2 		$1.32M Buy
117,386
+103,480
+744% +$1.11M ﹤0.01% 1631
2026
Q1 		$145K Sell
13,906
-1,000
-7% -$10.8K ﹤0.01% 2992
2025
Q4 		$160K Buy
14,906
+186
+1% +$2.04K ﹤0.01% 3071
2025
Q3 		$163K Sell
14,720
-2,587
-15% -$27.4K ﹤0.01% 2774
2025
Q2 		$177K Buy
17,307
+824
+5% +$8.4K ﹤0.01% 2671
2025
Q1 		$169K Buy
16,483
+114
+0.7% +$1.19K ﹤0.01% 2511
2024
Q4 		$165K Sell
16,369
-92,489
-85% -$976K ﹤0.01% 2524
2024
Q3 		$1.19M Sell
108,858
-2,517
-2% -$27K 0.01% 1225
2024
Q2 		$1.15M Buy
111,375
+88,479
+386% +$891K 0.01% 1236
2024
Q1 		$235K Buy
22,896
+5,261
+30% +$53.3K ﹤0.01% 2168
2023
Q4 		$173K Buy
17,635
+165
+0.9% +$1.54K ﹤0.01% 2137
2023
Q3 		$156K Sell
17,470
-851
-5% -$8.22K ﹤0.01% 1967
2023
Q2 		$182K Sell
18,321
-1,807
-9% -$18K ﹤0.01% 1920
2023
Q1 		$204K Buy
20,128
+217
+1% +$2.23K ﹤0.01% 1829
2022
Q4 		$197K Sell
19,911
-6,313
-24% -$62.1K ﹤0.01% 2032
2022
Q3 		$256K Buy
26,224
+5,613
+27% +$62.6K ﹤0.01% 1698
2022
Q2 		$225K Sell
20,611
-2,010
-9% -$22.5K ﹤0.01% 1830
2022
Q1 		$268K Sell
22,621
-25,177
-53% -$316K ﹤0.01% 1656
2021
Q4 		$661K Sell
47,798
-337,687
-88% -$4.64M 0.01% 1171
2021
Q3 		$5.33M Buy
385,485
+143,895
+60% +$2.04M 0.05% 366
2021
Q2 		$3.39M Buy
241,590
+1,313
+0.5% +$18.3K 0.04% 477
2021
Q1 		$3.31M Sell
240,277
-178,104
-43% -$2.41M 0.04% 439
2020
Q4 		$5.58M Buy
418,381
+221,655
+113% +$2.89M 0.06% 307
2020
Q3 		$2.52M Buy
+196,726
New +$2.51M 0.05% 372

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Kestra Advisory Services's EVN Position: Q2 2026 in Review

Kestra Advisory Services increased its Eaton Vance Municipal Income Trust (EVN) stake by 744% in Q2 2026, buying an estimated $1.11M and bringing the position to 117,386 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Kestra Advisory Services first reported a position in EVN in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.58M in Q4 2020. 88 funds tracked by Wall St. Rank hold EVN as of Q2 2026.

  • Kestra Advisory Services held 117,386 shares of Eaton Vance Municipal Income Trust worth $1.32M as of Q2 2026.
  • Kestra Advisory Services bought 103,480 Eaton Vance Municipal Income Trust shares in Q2 2026, an estimated $1.11M.
  • Eaton Vance Municipal Income Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1631 holding.
  • Kestra Advisory Services first reported a position in Eaton Vance Municipal Income Trust in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Eaton Vance Municipal Income Trust position peaked at $5.58M in Q4 2020.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.