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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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 $333M AUM 14.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Allworth Financial's EVSM Position: Q1 2026 in Review

Allworth Financial sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026, closing a stake of 115 shares — an estimated $5.79K sold.

Allworth Financial first reported a position in EVSM in Q4 2025 and held it in 1 quarter. The position peaked at $5.79K in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Allworth Financial reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 115 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $5.79K.
  • Allworth Financial first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and held it in 1 quarter.
  • Allworth Financial's Eaton Vance Short Duration Municipal Income ETF position peaked at $5.79K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.