Plancorp LLC’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Plancorp LLC’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	$211K	Hold	20,000	–	–	0.01%	399
2026 Q1	$206K	Hold	20,000	–	–	0.01%	356
2025 Q4	$201K	Hold	20,000	–	–	0.01%	357
2025 Q3	$202K	Hold	20,000	–	–	0.01%	363
2025 Q2	$194K	Hold	20,000	–	–	0.01%	358
2025 Q1	$200K	Buy	+20,000	New	+$203K	0.01%	345

Other funds holding CEV

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Plancorp LLC's CEV Position: Q2 2026 in Review

Plancorp LLC held its Eaton Vance California Municipal Income Trust (CEV) position steady in Q2 2026 at 20,000 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #399.

Plancorp LLC first reported a position in CEV in Q1 2025 and has held it in 6 quarters since. 5 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

Plancorp LLC held 20,000 shares of Eaton Vance California Municipal Income Trust worth $211K as of Q2 2026.
Plancorp LLC 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 Plancorp LLC's portfolio in Q2 2026, its #399 holding.
Plancorp LLC first reported a position in Eaton Vance California Municipal Income Trust in Q1 2025 and has held it in 6 quarters since.
5 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.