Raymond James Financial
EVIM icon

Raymond James Financial’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Raymond James Financial’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 		$18.8M Buy
374,052
+217,955
+140% +$11.4M 0.01% 1585
2026
Q2 		$8.31M Sell
156,097
-27,986
-15% -$1.48M ﹤0.01% 2322
2026
Q1 		$9.7M Buy
184,083
+37,706
+26% +$2.01M ﹤0.01% 2053
2025
Q4 		$7.77M Buy
+146,377
New +$7.76M ﹤0.01% 2172

Other funds holding EVIM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
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
Coign Capital Advisors
Coign Capital Advisors Draper, Utah $225M AUM 9.85% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Crusonia Wealth Advisors
Crusonia Wealth Advisors Denver, Colorado $667M AUM 14.93% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

Raymond James Financial's EVIM Position: Q3 2026 in Review

Raymond James Financial increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 140% in Q3 2026, buying an estimated $11.4M and bringing the position to 374,052 shares worth $18.8M. The position accounts for 0.01% of the portfolio, ranked #1585.

Raymond James Financial first reported a position in EVIM in Q4 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold EVIM as of Q3 2026.

  • Raymond James Financial held 374,052 shares of Eaton Vance Intermediate Municipal Income ETF worth $18.8M as of Q3 2026.
  • Raymond James Financial bought 217,955 Eaton Vance Intermediate Municipal Income ETF shares in Q3 2026, an estimated $11.4M.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.01% of Raymond James Financial's portfolio in Q3 2026, its #1585 holding.
  • Raymond James Financial first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.