Advisory Services Network’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Advisory Services Network’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	$620K	Buy	12,350 +7,661	+163%	+$387K	0.01%	1165
2025 Q4	$236K	Buy	4,689 +721	+18%	+$36.3K	﹤0.01%	1613
2025 Q3	$200K	Buy	+3,968	New	+$200K	﹤0.01%	1693
2025 Q2	–	Sell	-4,384	Closed	-$218K	–	1865
2025 Q1	$218K	Buy	+4,384	New	+$219K	﹤0.01%	1476

Other funds holding EVSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Advisory Services Network's EVSM Position: Q1 2026 in Review

Advisory Services Network increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 163% in Q1 2026, buying an estimated $387K and bringing the position to 12,350 shares worth $620K. The position accounts for 0.01% of the portfolio, ranked #1165.

Advisory Services Network first reported a position in EVSM in Q1 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

Advisory Services Network held 12,350 shares of Eaton Vance Short Duration Municipal Income ETF worth $620K as of Q1 2026.
Advisory Services Network bought 7,661 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $387K.
Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1165 holding.
Advisory Services Network first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.