Kapstone Financial Advisors LLC
Position in EVN — Eaton Vance Municipal Income Trust
CIK 1966087
LEBANON, OH
Position in EVN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$116,991
+$8,832 QoQ
Shares Held
10,390
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
2 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, 2026Kapstone Financial Advisors LLC holds $5,184,313 across 19 Asset Management names. EVN ranks #18 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
6,481 | $1,046,940 | |
| 2 | AGD |
abrdn Global Dynamic Dividend Fund
|
30,640 | $371,050 | |
| 3 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
33,145 | $368,240 | |
| 4 | HPF |
John Hancock Preferred Income Fund II
|
20,743 | $329,191 | |
| 5 | FOF |
Cohen & Steers Closed-End Opportunity Fund, Inc.
|
23,690 | $328,817 | |
| 6 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
30,936 | $296,057 | |
| 7 | STT |
State Street Corp
|
4,989 | $267,460 | |
| 8 | BX |
Blackstone Inc.
|
2,003 | $235,693 |
All Filings in EVN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,991 | 10,390 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $108,159 | 10,390 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||