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Allworth Financial’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Allworth Financial’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 		$75.4K Buy
+1,499
New +$75.4K ﹤0.01% 2147
2026
Q1 		– Sell
-115
Closed -$5.79K – 5332
2025
Q4 		$5.79K Buy
+115
New +$5.8K ﹤0.01% 3620

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

Allworth Financial's EVSM Position: Q2 2026 in Review

Allworth Financial opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 1,499 shares worth $75.4K. The stake represents ﹤0.01% of the portfolio and ranks #2147 among its holdings. This is a return to the name: Allworth Financial previously reported a position in EVSM as recently as Q4 2025.

Allworth Financial first reported a position in EVSM in Q4 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Allworth Financial held 1,499 shares of Eaton Vance Short Duration Municipal Income ETF worth $75.4K as of Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Allworth Financial position in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2147 holding.
  • Allworth Financial first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.