SAX WEALTH ADVISORS, LLC
Position in EVN — Eaton Vance Municipal Income Trust
CIK 1846150
PARSIPPANY, NJ
Position in EVN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$151,796
+$11,459 QoQ
Shares Held
13,481
0.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#59
of 89 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVN Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $8,394,205 across 22 Asset Management names. EVN ranks #19 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
10,045 | $1,181,995 | |
| 2 | BOE |
BlackRock Enhanced Global Dividend Trust
|
85,274 | $1,030,962 | |
| 3 | BLK |
BlackRock, Inc.
|
581 | $558,666 | |
| 4 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
36,035 | $547,371 | |
| 5 | AWF |
Alliancebernstein Global High Income Fund Inc
|
49,338 | $508,181 | |
| 6 | NMT |
Nuveen Massachusetts Quality Municipal Income Fund
|
38,469 | $499,712 | |
| 7 | RMT |
Royce Micro-Cap Trust, Inc.
|
31,430 | $460,135 | |
| 8 | VVR |
Invesco Senior Income Trust
|
152,394 | $457,182 |
All Filings in EVN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,796 | 13,481 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $140,337 | 13,481 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $145,055 | 13,481 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $154,946 | 13,997 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $104,427 | 10,208 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $104,734 | 10,208 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $103,202 | 10,208 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $111,981 | 10,208 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $105,652 | 10,208 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $104,632 | 10,208 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $100,242 | 10,208 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $90,953 | 10,208 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $101,569 | 10,208 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $103,407 | 10,208 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $100,752 | 10,208 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||