AWM
EVSD

AE Wealth Management’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

AE Wealth Management’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-500
Closed -$25.5K – 2801
2026
Q1 		$25.5K Buy
+500
New +$25.7K ﹤0.01% 2091

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

AE Wealth Management's EVSD Position: Q2 2026 in Review

AE Wealth Management sold out of Eaton Vance Short Duration Income ETF (EVSD) in Q2 2026, closing a stake of 500 shares — an estimated $25.5K sold.

AE Wealth Management first reported a position in EVSD in Q1 2026 and held it in 1 quarter. The position peaked at $25.5K in Q1 2026. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • AE Wealth Management reported no remaining Eaton Vance Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 500 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $25.5K.
  • AE Wealth Management first reported a position in Eaton Vance Short Duration Income ETF in Q1 2026 and held it in 1 quarter.
  • AE Wealth Management's Eaton Vance Short Duration Income ETF position peaked at $25.5K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.