Wealth Enhancement Advisory Services
EVYM

Wealth Enhancement Advisory Services’s Eaton Vance High Income Municipal ETF EVYM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EVYM Stock Details EVYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.76M Buy
113,660
+32,504
+40% +$1.64M 0.01% 923
2026
Q1 		$4.06M Sell
81,156
-103,118
-56% -$5.18M 0.01% 998
2025
Q4 		$9.21M Buy
184,274
+11,035
+6% +$551K 0.01% 725
2025
Q3 		$8.57M Buy
173,239
+3,088
+2% +$149K 0.01% 719
2025
Q2 		$8.24M Buy
+170,151
New +$8.25M 0.01% 701

Other funds holding EVYM

PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's EVYM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eaton Vance High Income Municipal ETF (EVYM) stake by 40% in Q2 2026, buying an estimated $1.64M and bringing the position to 113,660 shares worth $5.76M. The position accounts for 0.01% of the portfolio, ranked #923.

Wealth Enhancement Advisory Services first reported a position in EVYM in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.21M in Q4 2025. 4 funds tracked by Wall St. Rank hold EVYM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 113,660 shares of Eaton Vance High Income Municipal ETF worth $5.76M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 32,504 Eaton Vance High Income Municipal ETF shares in Q2 2026, an estimated $1.64M.
  • Eaton Vance High Income Municipal ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #923 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance High Income Municipal ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Eaton Vance High Income Municipal ETF position peaked at $9.21M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Eaton Vance High Income Municipal ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.