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
Q2 		$4.69M Buy
88,118
+54,961
+166% +$2.91M 0.01% 1585
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 $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

Osaic Holdings's EVIM Position: Q2 2026 in Review

Osaic Holdings increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 166% in Q2 2026, buying an estimated $2.91M and bringing the position to 88,118 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #1585.

Osaic Holdings first reported a position in EVIM in Q3 2024 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Osaic Holdings held 88,118 shares of Eaton Vance Intermediate Municipal Income ETF worth $4.69M as of Q2 2026.
  • Osaic Holdings bought 54,961 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $2.91M.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1585 holding.
  • Osaic Holdings first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.