PPW
CEV

Pasadena Private Wealth’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Pasadena Private Wealth’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 		$105K Hold
10,000
– – 0.01% 264
2026
Q1 		$101K Hold
10,000
– – 0.01% 235
2025
Q4 		$100K Buy
+10,000
New +$103K 0.01% 232

Other funds holding CEV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
GC
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
WS
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AF
Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pasadena Private Wealth's CEV Position: Q2 2026 in Review

Pasadena Private Wealth held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q2 2026 at 10,000 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #264.

Pasadena Private Wealth first reported a position in CEV in Q4 2025 and has held it in 3 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

  • Pasadena Private Wealth held 10,000 shares of Eaton Vance California Municipal Income Trust worth $105K as of Q2 2026.
  • Pasadena Private Wealth left its Eaton Vance California Municipal Income Trust share count unchanged in Q2 2026.
  • Eaton Vance California Municipal Income Trust made up 0.01% of Pasadena Private Wealth's portfolio in Q2 2026, its #264 holding.
  • Pasadena Private Wealth first reported a position in Eaton Vance California Municipal Income Trust in Q4 2025 and has held it in 3 quarters since.
  • 34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.