Ameriprise
EVSD

Ameriprise’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Ameriprise’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 		$74M Buy
1,452,179
+717,502
+98% +$36.9M 0.02% 674
2025
Q4 		$37.8M Buy
734,677
+428,541
+140% +$22.1M 0.01% 1033
2025
Q3 		$15.9M Buy
+306,136
New +$15.7M ﹤0.01% 1567

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
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
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
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
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return

Ameriprise's EVSD Position: Q1 2026 in Review

Ameriprise increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 98% in Q1 2026, buying an estimated $36.9M and bringing the position to 1,452,179 shares worth $74M. The position accounts for 0.02% of the portfolio, ranked #674.

Ameriprise first reported a position in EVSD in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Ameriprise held 1,452,179 shares of Eaton Vance Short Duration Income ETF worth $74M as of Q1 2026.
  • Ameriprise bought 717,502 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $36.9M.
  • Eaton Vance Short Duration Income ETF made up 0.02% of Ameriprise's portfolio in Q1 2026, its #674 holding.
  • Ameriprise first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

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