Professional Financial Management
EVIM icon

Professional Financial Management’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Professional Financial Management’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 		$4.49M Buy
+89,372
New +$4.66M 4.57% 9

Other funds holding EVIM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Clear Trail Advisors
Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return
Interchange Capital Partners
Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Sunpointe
Sunpointe St. Louis, Missouri $328M AUM 26.96% 1-Year Est. Return
GGM Financials
GGM Financials Columbus, Ohio $311M AUM 7.75% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

Professional Financial Management's EVIM Position: Q3 2026 in Review

Professional Financial Management opened a new position in Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q3 2026: 89,372 shares worth $4.49M. The stake represents 4.57% of the portfolio and ranks #9 among its holdings.

24 funds tracked by Wall St. Rank hold EVIM as of Q3 2026.

  • Professional Financial Management held 89,372 shares of Eaton Vance Intermediate Municipal Income ETF worth $4.49M as of Q3 2026.
  • Eaton Vance Intermediate Municipal Income ETF was a new Professional Financial Management position in Q3 2026.
  • Eaton Vance Intermediate Municipal Income ETF made up 4.57% of Professional Financial Management's portfolio in Q3 2026, its #9 holding.
  • 24 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q3 2026.

Based on Professional Financial Management's 13F filing for Q3 2026, filed 22 Oct 2026.