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

AE Wealth Management’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 		$172K Buy
3,411
+224
+7% +$11.3K ﹤0.01% 1763
2026
Q1 		$160K Buy
+3,187
New +$161K ﹤0.01% 1660
2025
Q3 		– Sell
-730
Closed -$36.5K – 2382
2025
Q2 		$36.5K Buy
+730
New +$36.3K ﹤0.01% 1660

Other funds holding EVSM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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 $364M AUM 16.66% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

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

AE Wealth Management increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 7% in Q2 2026, buying an estimated $11.3K and bringing the position to 3,411 shares worth $172K. The position accounts for ﹤0.01% of the portfolio, ranked #1763.

AE Wealth Management first reported a position in EVSM in Q2 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • AE Wealth Management held 3,411 shares of Eaton Vance Short Duration Municipal Income ETF worth $172K as of Q2 2026.
  • AE Wealth Management bought 224 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $11.3K.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1763 holding.
  • AE Wealth Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

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