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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

CWS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atala Financial Calabasas, California $165M AUM 23.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wedbush Securities's CEV Position: Q2 2026 in Review

Wedbush Securities increased its Eaton Vance California Municipal Income Trust (CEV) stake by 25% in Q2 2026, buying an estimated $136K and bringing the position to 65,750 shares worth $692K. The position accounts for 0.02% of the portfolio, ranked #604.

Wedbush Securities first reported a position in CEV in Q3 2018 and has held it in 10 quarters since. 34 funds tracked by Wall St. Rank hold CEV as of Q2 2026.

Wedbush Securities held 65,750 shares of Eaton Vance California Municipal Income Trust worth $692K as of Q2 2026.
Wedbush Securities bought 13,253 Eaton Vance California Municipal Income Trust shares in Q2 2026, an estimated $136K.
Eaton Vance California Municipal Income Trust made up 0.02% of Wedbush Securities's portfolio in Q2 2026, its #604 holding.
Wedbush Securities first reported a position in Eaton Vance California Municipal Income Trust in Q3 2018 and has held it in 10 quarters since.
34 funds tracked by Wall St. Rank held Eaton Vance California Municipal Income Trust as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.