Ameriprise
EVSM icon

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

Ameriprise’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 		$42M Buy
835,804
+259,253
+45% +$13.1M 0.01% 963
2025
Q4 		$29M Buy
576,551
+147,515
+34% +$7.44M 0.01% 1158
2025
Q3 		$21.6M Buy
+429,036
New +$21.6M 0.01% 1334

Other funds holding EVSM

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise's EVSM Position: Q1 2026 in Review

Ameriprise increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 45% in Q1 2026, buying an estimated $13.1M and bringing the position to 835,804 shares worth $42M. The position accounts for 0.01% of the portfolio, ranked #963.

Ameriprise first reported a position in EVSM in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Ameriprise held 835,804 shares of Eaton Vance Short Duration Municipal Income ETF worth $42M as of Q1 2026.
  • Ameriprise bought 259,253 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $13.1M.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Ameriprise's portfolio in Q1 2026, its #963 holding.
  • Ameriprise first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

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