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 Q2	$555K	Sell	11,025 -1,325	-11%	-$66.7K	0.01%	1346
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 $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Advisory Services Network's EVSM Position: Q2 2026 in Review

Advisory Services Network reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 11% in Q2 2026, selling an estimated $66.7K and leaving 11,025 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #1346.

Advisory Services Network first reported a position in EVSM in Q1 2025 and has held it in 5 quarters since. The position peaked at $620K in Q1 2026. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

Advisory Services Network held 11,025 shares of Eaton Vance Short Duration Municipal Income ETF worth $555K as of Q2 2026.
Advisory Services Network sold 1,325 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $66.7K.
Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1346 holding.
Advisory Services Network first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
Advisory Services Network's Eaton Vance Short Duration Municipal Income ETF position peaked at $620K in Q1 2026.
105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.