UBS Group
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UBS Group’s Eaton Vance Intermediate Municipal Income ETF EVIM Stock Holding History

UBS Group’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 		$14.4K Buy
+271
New +$14.4K ﹤0.01% 8351
2025
Q4 		– Sell
-31
Closed -$1.63K – 10683
2025
Q3 		$1.63K Sell
31
-1,112
-97% -$57.5K ﹤0.01% 9304
2025
Q2 		$58.7K Sell
1,143
-157
-12% -$8.02K ﹤0.01% 7644
2025
Q1 		$67K Buy
1,300
+1,086
+507% +$56.6K ﹤0.01% 7356
2024
Q4 		$11.1K Buy
+214
New +$11.2K ﹤0.01% 8257

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
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM

UBS Group's EVIM Position: Q2 2026 in Review

UBS Group opened a new position in Eaton Vance Intermediate Municipal Income ETF (EVIM) in Q2 2026: 271 shares worth $14.4K. The stake represents ﹤0.01% of the portfolio and ranks #8351 among its holdings. This is a return to the name: UBS Group previously reported a position in EVIM as recently as Q3 2025.

UBS Group first reported a position in EVIM in Q4 2024 and has held it in 5 quarters since. The position peaked at $67K in Q1 2025. 42 funds tracked by Wall St. Rank hold EVIM as of Q2 2026.

  • UBS Group held 271 shares of Eaton Vance Intermediate Municipal Income ETF worth $14.4K as of Q2 2026.
  • Eaton Vance Intermediate Municipal Income ETF was a new UBS Group position in Q2 2026.
  • Eaton Vance Intermediate Municipal Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8351 holding.
  • UBS Group first reported a position in Eaton Vance Intermediate Municipal Income ETF in Q4 2024 and has held it in 5 quarters since.
  • UBS Group's Eaton Vance Intermediate Municipal Income ETF position peaked at $67K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Intermediate Municipal Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.