Summit Trail Advisors’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Summit Trail 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	$715K	Buy	63,472 +26,705	+73%	+$285K	0.01%	1112
2026 Q1	$383K	Buy	+36,767	New	+$398K	0.01%	1247
2022 Q2	–	Sell	-14,997	Closed	-$178K	–	395
2022 Q1	$178K	Sell	14,997 -4,434	-23%	-$55.7K	0.01%	305
2021 Q4	$269K	Sell	19,431 -46,138	-70%	-$634K	0.02%	244
2021 Q3	$907K	Sell	65,569 -43,722	-40%	-$621K	0.07%	122
2021 Q2	$1.53M	Sell	109,291 -2,497	-2%	-$34.8K	0.13%	80
2021 Q1	$1.54M	Buy	111,788 +21,996	+24%	+$297K	0.17%	64
2020 Q4	$1.2M	Buy	89,792 +18,118	+25%	+$236K	0.15%	67
2020 Q3	$932K	Sell	71,674 -2,286	-3%	-$29.2K	0.18%	63
2020 Q2	$924K	Buy	+73,960	New	+$887K	0.17%	56

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

Summit Trail Advisors's EVN Position: Q2 2026 in Review

Summit Trail Advisors increased its Eaton Vance Municipal Income Trust (EVN) stake by 73% in Q2 2026, buying an estimated $285K and bringing the position to 63,472 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #1112.

Summit Trail Advisors first reported a position in EVN in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.54M in Q1 2021. 89 funds tracked by Wall St. Rank hold EVN as of Q2 2026.

Summit Trail Advisors held 63,472 shares of Eaton Vance Municipal Income Trust worth $715K as of Q2 2026.
Summit Trail Advisors bought 26,705 Eaton Vance Municipal Income Trust shares in Q2 2026, an estimated $285K.
Eaton Vance Municipal Income Trust made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1112 holding.
Summit Trail Advisors first reported a position in Eaton Vance Municipal Income Trust in Q2 2020 and has held it in 10 quarters since.
Summit Trail Advisors's Eaton Vance Municipal Income Trust position peaked at $1.54M in Q1 2021.
89 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.