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 Q2	$218K	Hold	20,679	–	–	0.12%	155
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Melfa Wealth Management's CEV Position: Q2 2026 in Review

Melfa Wealth Management held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q2 2026 at 20,679 shares worth $218K. The position accounts for 0.12% of the portfolio, ranked #155.

Melfa Wealth Management first reported a position in CEV in Q4 2022 and has held it in 15 quarters since. The position peaked at $225K in Q2 2024. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

Melfa Wealth Management held 20,679 shares of Eaton Vance California Municipal Income Trust worth $218K as of Q2 2026.
Melfa Wealth Management left its Eaton Vance California Municipal Income Trust share count unchanged in Q2 2026.
Eaton Vance California Municipal Income Trust made up 0.12% of Melfa Wealth Management's portfolio in Q2 2026, its #155 holding.
Melfa Wealth Management first reported a position in Eaton Vance California Municipal Income Trust in Q4 2022 and has held it in 15 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 Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.