Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- Latest filing
- Jul 10, 2026
CEV holding history
Eaton Vance California Municipal Income Trust in every 13F filed by Cypress Wealth Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CEV overviewAll 13F holders of CEVFull Q2 2026 holdings
- Shares (Q2 2026)
- 63,476
- Value
- $667.8K
- % of portfolio
- 0.1%
- Quarters held
- 8
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 63,476 | $667.8K | 0.1% | +4,398+7.4% | Added | Holders |
| Q1 2026 | 59,078 | $594.6K | 0.1% | +848+1.5% | Added | Holders |
| Q4 2025 | 58,230 | $584.6K | 0.1% | +2,831+5.1% | Added | Holders |
| Q3 2025 | 55,399 | $558.4K | 0.1% | +589+1.1% | Added | Holders |
| Q2 2025 | 54,810 | $530.8K | 0.1% | +54,810 | New | Holders |
| Q4 2024 | 0 | $0 | 0.0% | −55,454−100.0% | Sold out | Holders |
| Q3 2024 | 55,454 | $602.8K | 0.1% | +23,539+73.8% | Added | Holders |
| Q2 2024 | 31,915 | $347.2K | 0.1% | +384+1.2% | Added | Holders |
| Q1 2024 | 31,531 | $334.5K | 0.1% | +31,531 | New | Holders |