Osaic Holdings
EVIM icon

Osaic Holdings’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Osaic Holdings’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 		$1.74M Buy
33,157
+1,773
+6% +$94.7K ﹤0.01% 2198
2025
Q4 		$1.67M Buy
31,384
+31,177
+15,061% +$1.65M ﹤0.01% 2234
2025
Q3 		$10.6K Hold
207
– – ﹤0.01% 6320
2025
Q2 		$10.6K Buy
207
+107
+107% +$5.47K ﹤0.01% 6113
2025
Q1 		$5.16K Hold
100
– – ﹤0.01% 6159
2024
Q4 		$5.2K Sell
100
-52
-34% -$2.73K ﹤0.01% 6169
2024
Q3 		$8.06K Buy
+152
New +$8.01K ﹤0.01% 5948

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

Osaic Holdings's EVIM Position: Q1 2026 in Review

Osaic Holdings increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 5.6% in Q1 2026, buying an estimated $94.7K and bringing the position to 33,157 shares worth $1.74M. The position accounts for ﹤0.01% of the portfolio, ranked #2198.

Osaic Holdings first reported a position in EVIM in Q3 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold EVIM as of Q1 2026.

  • Osaic Holdings held 33,157 shares of Eaton Vance Intermediate Municipal Income ETF worth $1.74M as of Q1 2026.
  • Osaic Holdings bought 1,773 Eaton Vance Intermediate Municipal Income ETF shares in Q1 2026, an estimated $94.7K.
  • Eaton Vance Intermediate Municipal Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2198 holding.
  • Osaic Holdings first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.