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 Q1	$25.5K	Buy	+500	New	+$25.7K	﹤0.01%	2091

Other funds holding EVSD

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $289M AUM

AE Wealth Management's EVSD Position: Q1 2026 in Review

AE Wealth Management opened a new position in Eaton Vance Short Duration Income ETF (EVSD) in Q1 2026: 500 shares worth $25.5K. The stake represents ﹤0.01% of the portfolio and ranks #2091 among its holdings.

78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

AE Wealth Management held 500 shares of Eaton Vance Short Duration Income ETF worth $25.5K as of Q1 2026.
Eaton Vance Short Duration Income ETF was a new AE Wealth Management position in Q1 2026.
Eaton Vance Short Duration Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2091 holding.
78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.