PWA
EVN

Provenance Wealth Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Provenance Wealth Advisors’s Portfolio EVN Stock Details EVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,107
Closed -$11.2K – 555
2024
Q4 		$11.2K Hold
1,107
– – ﹤0.01% 308
2024
Q3 		$12.1K Buy
+1,107
New +$11.9K ﹤0.01% 324

Other funds holding EVN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return

Provenance Wealth Advisors's EVN Position: Q1 2025 in Review

Provenance Wealth Advisors sold out of Eaton Vance Municipal Income Trust (EVN) in Q1 2025, closing a stake of 1,107 shares — an estimated $11.2K sold.

Provenance Wealth Advisors first reported a position in EVN in Q3 2024 and held it in 2 quarters. The position peaked at $12.1K in Q3 2024. 82 funds tracked by Wall St. Rank hold EVN as of Q1 2025.

  • Provenance Wealth Advisors reported no remaining Eaton Vance Municipal Income Trust position as of Q1 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 1,107 Eaton Vance Municipal Income Trust shares in Q1 2025, an estimated $11.2K.
  • Provenance Wealth Advisors first reported a position in Eaton Vance Municipal Income Trust in Q3 2024 and held it in 2 quarters.
  • Provenance Wealth Advisors's Eaton Vance Municipal Income Trust position peaked at $12.1K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q1 2025.

Based on Provenance Wealth Advisors's 13F filing for Q1 2025, filed 15 Aug 2025.