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

Miller Financial Services’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 Q3	$345K	Hold	6,860	–	–	0.26%	92
2026 Q2	$365K	Buy	6,860 +1,620	+31%	+$85.8K	0.29%	90
2026 Q1	$275K	Buy	5,240 +1,370	+35%	+$73.2K	0.3%	92
2025 Q4	$205K	Buy	+3,870	New	+$205K	0.24%	99

Other funds holding EVIM

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Sunpointe St. Louis, Missouri $328M AUM 26.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Miller Financial Services's EVIM Position: Q3 2026 in Review

Miller Financial Services held its Eaton Vance Intermediate Municipal Income ETF (EVIM) position steady in Q3 2026 at 6,860 shares worth $345K. The position accounts for 0.26% of the portfolio, ranked #92.

Miller Financial Services first reported a position in EVIM in Q4 2025 and has held it in 4 quarters since. The position peaked at $365K in Q2 2026. 8 funds tracked by Wall St. Rank hold EVIM as of Q3 2026.

Miller Financial Services held 6,860 shares of Eaton Vance Intermediate Municipal Income ETF worth $345K as of Q3 2026.
Miller Financial Services left its Eaton Vance Intermediate Municipal Income ETF share count unchanged in Q3 2026.
Eaton Vance Intermediate Municipal Income ETF made up 0.26% of Miller Financial Services's portfolio in Q3 2026, its #92 holding.
Miller Financial Services first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
Miller Financial Services's Eaton Vance Intermediate Municipal Income ETF position peaked at $365K in Q2 2026.
8 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.