Advisor Resource Council
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Advisor Resource Council’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Advisor Resource Council’s Portfolio EVSM Stock Details EVSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$349K Buy
+7,096
New +$355K 0.12% 160

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Tilson Financial Group
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Uniting Wealth Partners
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Diversified Portfolios Inc
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Commonwealth Equity Services
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Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Advisor Resource Council's EVSM Position: Q3 2026 in Review

Advisor Resource Council opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2026: 7,096 shares worth $349K. The stake represents 0.12% of the portfolio and ranks #160 among its holdings.

63 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • Advisor Resource Council held 7,096 shares of Eaton Vance Short Duration Municipal Income ETF worth $349K as of Q3 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Advisor Resource Council position in Q3 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.12% of Advisor Resource Council's portfolio in Q3 2026, its #160 holding.
  • 63 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Advisor Resource Council's 13F filing for Q3 2026, filed 5 Nov 2026.