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Spartan Wealth Advisory Services LLC’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

Spartan Wealth Advisory Services LLC’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
Q2 		$5.78M Buy
108,605
+9,375
+9% +$497K 0.47% 55
2026
Q1 		$5.21M Buy
+99,230
New +$5.3M 0.46% 54

Other funds holding EVIM

P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FH
FWG Holdings Winter Park, Florida $288M AUM 33.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 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
CCA
Coign Capital Advisors Draper, Utah $222M AUM 16.43% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's EVIM Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Eaton Vance Intermediate Municipal Income ETF (EVIM) stake by 9.4% in Q2 2026, buying an estimated $497K and bringing the position to 108,605 shares worth $5.78M. The position accounts for 0.47% of the portfolio, ranked #55.

Spartan Wealth Advisory Services LLC first reported a position in EVIM in Q1 2026 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 108,605 shares of Eaton Vance Intermediate Municipal Income ETF worth $5.78M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 9,375 Eaton Vance Intermediate Municipal Income ETF shares in Q2 2026, an estimated $497K.
  • Eaton Vance Intermediate Municipal Income ETF made up 0.47% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #55 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.