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
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 $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $360M AUM 14.81% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
CCA
Coign Capital Advisors Draper, Utah $190M AUM 12.2% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $601M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

LPL Financial's EVIM Position: Q1 2026 in Review

LPL Financial increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 174% in Q1 2026, buying an estimated $2.81M and bringing the position to 82,768 shares worth $4.35M. The position accounts for ﹤0.01% of the portfolio, ranked #2761.

LPL Financial first reported a position in EVIM in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold EVIM as of Q1 2026.

  • LPL Financial held 82,768 shares of Eaton Vance Intermediate Municipal Income ETF worth $4.35M as of Q1 2026.
  • LPL Financial bought 52,550 Eaton Vance Intermediate Municipal Income ETF shares in Q1 2026, an estimated $2.81M.
  • Eaton Vance Intermediate Municipal Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2761 holding.
  • LPL Financial first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.