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

Sax 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
2026 Q2	$140K	Hold	13,481	–	–	0.01%	533
2026 Q1	$145K	Hold	13,481	–	–	0.01%	478
2025 Q4	$145K	Sell	13,481 -516	-4%	-$5.65K	0.01%	484
2025 Q3	$155K	Buy	13,997 +3,789	+37%	+$40.2K	0.01%	434
2025 Q2	$104K	Hold	10,208	–	–	0.01%	419
2025 Q1	$105K	Hold	10,208	–	–	0.01%	357
2024 Q4	$103K	Hold	10,208	–	–	0.01%	325
2024 Q3	$112K	Hold	10,208	–	–	0.01%	285
2024 Q2	$106K	Hold	10,208	–	–	0.01%	271
2024 Q1	$105K	Hold	10,208	–	–	0.01%	187
2023 Q4	$100K	Hold	10,208	–	–	0.02%	187
2023 Q3	$91K	Hold	10,208	–	–	0.02%	176
2023 Q2	$102K	Hold	10,208	–	–	0.02%	175
2023 Q1	$103K	Hold	10,208	–	–	0.02%	174
2022 Q4	$101K	Buy	+10,208	New	+$100K	0.02%	166

Other funds holding EVN

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Sax Wealth Advisors's EVN Position: Q2 2026 in Review

Sax Wealth Advisors held its Eaton Vance Municipal Income Trust (EVN) position steady in Q2 2026 at 13,481 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #533.

Sax Wealth Advisors first reported a position in EVN in Q4 2022 and has held it in 15 quarters since. The position peaked at $155K in Q3 2025. 89 funds tracked by Wall St. Rank hold EVN as of Q2 2026.

Sax Wealth Advisors held 13,481 shares of Eaton Vance Municipal Income Trust worth $140K as of Q2 2026.
Sax Wealth Advisors left its Eaton Vance Municipal Income Trust share count unchanged in Q2 2026.
Eaton Vance Municipal Income Trust made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #533 holding.
Sax Wealth Advisors first reported a position in Eaton Vance Municipal Income Trust in Q4 2022 and has held it in 15 quarters since.
Sax Wealth Advisors's Eaton Vance Municipal Income Trust position peaked at $155K in Q3 2025.
89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.