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SK Wealth Management’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

SK Wealth 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
Q1 		$8.87M Buy
168,303
+128,206
+320% +$6.85M 2.46% 10
2025
Q4 		$2.15M Buy
40,097
+18,353
+84% +$973K 0.6% 24
2025
Q3 		$1.14M Buy
+21,744
New +$1.12M 0.43% 36

Other funds holding EVIM

P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $265M AUM 24.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.14B AUM
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SK Wealth Management's EVIM Position: Q1 2026 in Review

SK Wealth Management increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 320% in Q1 2026, buying an estimated $6.85M and bringing the position to 168,303 shares worth $8.87M. The position accounts for 2.46% of the portfolio, ranked #10.

SK Wealth Management first reported a position in EVIM in Q3 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold EVIM as of Q1 2026.

  • SK Wealth Management held 168,303 shares of Eaton Vance Intermediate Municipal Income ETF worth $8.87M as of Q1 2026.
  • SK Wealth Management bought 128,206 Eaton Vance Intermediate Municipal Income ETF shares in Q1 2026, an estimated $6.85M.
  • Eaton Vance Intermediate Municipal Income ETF made up 2.46% of SK Wealth Management's portfolio in Q1 2026, its #10 holding.
  • SK Wealth Management first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q1 2026.

Based on SK Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.