LPL Financial
EVIM icon

LPL Financial’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

LPL Financial’s Portfolio EVIM Stock Details EVIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7M Buy
388,734
+305,966
+370% +$16.2M ﹤0.01% 1547
2026
Q1 		$4.35M Buy
82,768
+52,550
+174% +$2.81M ﹤0.01% 2761
2025
Q4 		$1.6M Buy
30,218
+19,523
+183% +$1.03M ﹤0.01% 3600
2025
Q3 		$561K Buy
+10,695
New +$553K ﹤0.01% 4519

Other funds holding EVIM

P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

LPL Financial's EVIM Position: Q2 2026 in Review

LPL Financial increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 370% in Q2 2026, buying an estimated $16.2M and bringing the position to 388,734 shares worth $20.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

LPL Financial first reported a position in EVIM in Q3 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • LPL Financial held 388,734 shares of Eaton Vance Intermediate Municipal Income ETF worth $20.7M as of Q2 2026.
  • LPL Financial bought 305,966 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $16.2M.
  • Eaton Vance Intermediate Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1547 holding.
  • LPL Financial first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.