Cypress Wealth Services, LLC

Position in CEV — Eaton Vance California Municipal Income Trust

CIK 1721527 PALM DESERT, CA

Position in CEV

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$667,767

+$72,852 QoQ

Shares Held

63,476

+7.4% QoQ

Ownership

0.902%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

of 34 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $8,523,931 across 11 Asset Management names. CEV ranks #6 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust	90,754	$1,712,527
2	MUC	Blackrock Muniholdings California Quality Fund, Inc.	124,509	$1,368,353
3	PHYS	Sprott Physical Gold Trust	44,931	$1,355,568
4	VCV	Invesco California Value Municipal Income Trust	71,687	$773,502
5	BLK	BlackRock, Inc.	788	$757,709
6	CEV	Eaton Vance California Municipal Income Trust This page	63,476	$667,767
7	ARCC	Ares Capital Corp	32,675	$605,467
8	RMI	RiverNorth Opportunistic Municipal Income Fund, Inc.	32,500	$503,425

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,767	63,476	+7.4%	Shares	Sole	2026-07-13
2026-03-31	$594,915	59,078	+1.5%	Shares	Sole	2026-04-15
2025-12-31	$584,629	58,230	+5.1%	Shares	Sole	2026-01-14
2025-09-30	$558,421	55,399	+1.1%	Shares	Sole	2025-10-15
2025-06-30	$531,108	54,810	-1.2%	Shares	Sole	2025-07-28
2024-09-30	$602,784	55,454	+73.8%	Shares	Sole	2024-10-09
2024-06-30	$347,235	31,915	+1.2%	Shares	Sole	2024-07-12
2024-03-31	$334,543	31,531	—	Shares	Sole	2024-04-16
No filing history on record for this holder in this stock.