Aptus Capital Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Aptus Capital Advisors’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	$75.5K	Buy	+1,504	New	+$76.1K	﹤0.01%	1207

Other funds holding EVSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Aptus Capital Advisors's EVSM Position: Q1 2026 in Review

Aptus Capital Advisors opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026: 1,504 shares worth $75.5K. The stake represents ﹤0.01% of the portfolio and ranks #1207 among its holdings.

93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

Aptus Capital Advisors held 1,504 shares of Eaton Vance Short Duration Municipal Income ETF worth $75.5K as of Q1 2026.
Eaton Vance Short Duration Municipal Income ETF was a new Aptus Capital Advisors position in Q1 2026.
Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1207 holding.
93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.