Wedbush Securities’s Eaton Vance California Municipal Income Trust CEV Stock Holding History

Wedbush Securities’s Portfolio CEV Stock Details CEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$528K	Buy	52,497 +18,600	+55%	+$192K	0.02%	667
2025 Q4	$340K	Buy	33,897 +20,197	+147%	+$207K	0.01%	831
2025 Q3	$138K	Buy	+13,700	New	+$132K	﹤0.01%	1113
2020 Q1	–	Sell	-14,400	Closed	-$194K	–	899
2019 Q4	$194K	Sell	14,400 -10,000	-41%	-$133K	0.02%	867
2019 Q3	$328K	Sell	24,400 -200	-0.8%	-$2.62K	0.03%	600
2019 Q2	$305K	Hold	24,600	–	–	0.03%	623
2019 Q1	$295K	Hold	24,600	–	–	0.03%	594
2018 Q4	$272K	Sell	24,600 -1,382	-5%	-$15.2K	0.03%	568
2018 Q3	$292K	Buy	+25,982	New	+$297K	0.03%	590

Other funds holding CEV

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWS

Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return

Atala Financial Calabasas, California $149M AUM 23.95% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wedbush Securities's CEV Position: Q1 2026 in Review

Wedbush Securities increased its Eaton Vance California Municipal Income Trust (CEV) stake by 55% in Q1 2026, buying an estimated $192K and bringing the position to 52,497 shares worth $528K. The position accounts for 0.02% of the portfolio, ranked #667.

Wedbush Securities first reported a position in CEV in Q3 2018 and has held it in 9 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q1 2026.

Wedbush Securities held 52,497 shares of Eaton Vance California Municipal Income Trust worth $528K as of Q1 2026.
Wedbush Securities bought 18,600 Eaton Vance California Municipal Income Trust shares in Q1 2026, an estimated $192K.
Eaton Vance California Municipal Income Trust made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #667 holding.
Wedbush Securities first reported a position in Eaton Vance California Municipal Income Trust in Q3 2018 and has held it in 9 quarters since.
34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.