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 Q3	$1.14M	Buy	112,750 +47,000	+71%	+$488K	0.03%	432
2026 Q2	$692K	Buy	65,750 +13,253	+25%	+$136K	0.02%	604
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

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Atala Financial Calabasas, California $172M AUM 15.45% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Vanguard Capital Wealth Advisors Denver, Colorado $145M AUM 65.64% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Wedbush Securities's CEV Position: Q3 2026 in Review

Wedbush Securities increased its Eaton Vance California Municipal Income Trust (CEV) stake by 71% in Q3 2026, buying an estimated $488K and bringing the position to 112,750 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #432.

Wedbush Securities first reported a position in CEV in Q3 2018 and has held it in 11 quarters since. 8 funds tracked by Wall St. Rank hold CEV as of Q3 2026.

Wedbush Securities held 112,750 shares of Eaton Vance California Municipal Income Trust worth $1.14M as of Q3 2026.
Wedbush Securities bought 47,000 Eaton Vance California Municipal Income Trust shares in Q3 2026, an estimated $488K.
Eaton Vance California Municipal Income Trust made up 0.03% of Wedbush Securities's portfolio in Q3 2026, its #432 holding.
Wedbush Securities first reported a position in Eaton Vance California Municipal Income Trust in Q3 2018 and has held it in 11 quarters since.
8 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.