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Advisornet Financial’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Advisornet Financial’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
Q1 		$135K Sell
2,680
-150
-5% -$7.59K 0.01% 718
2025
Q4 		$143K Buy
2,830
+420
+17% +$21.2K 0.01% 702
2025
Q3 		$122K Buy
+2,410
New +$121K 0.01% 737

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Advisornet Financial's EVSM Position: Q1 2026 in Review

Advisornet Financial reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 5.3% in Q1 2026, selling an estimated $7.59K and leaving 2,680 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #718.

Advisornet Financial first reported a position in EVSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $143K in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Advisornet Financial held 2,680 shares of Eaton Vance Short Duration Municipal Income ETF worth $135K as of Q1 2026.
  • Advisornet Financial sold 150 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $7.59K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Advisornet Financial's portfolio in Q1 2026, its #718 holding.
  • Advisornet Financial first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Advisornet Financial's Eaton Vance Short Duration Municipal Income ETF position peaked at $143K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.