MWM
CEV

Melfa Wealth Management’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Melfa Wealth Management’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
Q1 		$208K Hold
20,679
– – 0.12% 161
2025
Q4 		$208K Hold
20,679
– – 0.12% 169
2025
Q3 		$208K Hold
20,679
– – 0.12% 166
2025
Q2 		$200K Hold
20,679
– – 0.13% 165
2025
Q1 		$207K Hold
20,679
– – 0.14% 164
2024
Q4 		$208K Hold
20,679
– – 0.14% 162
2024
Q3 		$225K Hold
20,679
– – 0.15% 156
2024
Q2 		$225K Hold
20,679
– – 0.16% 145
2024
Q1 		$219K Buy
20,679
+122
+0.6% +$1.28K 0.16% 146
2023
Q4 		$213K Buy
20,557
+104
+0.5% +$997 0.2% 105
2023
Q3 		$187K Buy
20,453
+101
+0.5% +$989 0.2% 106
2023
Q2 		$203K Buy
20,352
+106
+0.5% +$1.06K 0.21% 106
2023
Q1 		$207K Buy
20,246
+103
+0.5% +$1.05K 0.21% 107
2022
Q4 		$201K Buy
+20,143
New +$195K 0.21% 103

Other funds holding CEV

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
AF
Atala Financial Calabasas, California $149M AUM 23.95% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Melfa Wealth Management's CEV Position: Q1 2026 in Review

Melfa Wealth Management held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q1 2026 at 20,679 shares worth $208K. The position accounts for 0.12% of the portfolio, ranked #161.

Melfa Wealth Management first reported a position in CEV in Q4 2022 and has held it in 14 quarters since. The position peaked at $225K in Q2 2024. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

  • Melfa Wealth Management held 20,679 shares of Eaton Vance California Municipal Income Trust worth $208K as of Q1 2026.
  • Melfa Wealth Management left its Eaton Vance California Municipal Income Trust share count unchanged in Q1 2026.
  • Eaton Vance California Municipal Income Trust made up 0.12% of Melfa Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Melfa Wealth Management first reported a position in Eaton Vance California Municipal Income Trust in Q4 2022 and has held it in 14 quarters since.
  • Melfa Wealth Management's Eaton Vance California Municipal Income Trust position peaked at $225K in Q2 2024.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.