Arete Wealth Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Arete Wealth 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 Q3	–	Sell	-17,091	Closed	-$860K	–	387
2026 Q2	$860K	Buy	17,091 +793	+5%	+$39.9K	0.06%	241
2026 Q1	$818K	Buy	16,298 +642	+4%	+$32.5K	0.06%	229
2025 Q4	$789K	Buy	15,656 +656	+4%	+$33.1K	0.05%	263
2025 Q3	$757K	Hold	15,000	–	–	0.05%	254
2025 Q2	$750K	Buy	+15,000	New	+$747K	0.05%	306

Other funds holding EVSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Alongside Austin, Texas $904M AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Tilson Financial Group New Providence, New Jersey $361M AUM 10.74% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Arete Wealth Advisors's EVSM Position: Q3 2026 in Review

Arete Wealth Advisors sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2026, closing a stake of 17,091 shares — an estimated $860K sold.

Arete Wealth Advisors first reported a position in EVSM in Q2 2025 and held it in 5 quarters. The position peaked at $860K in Q2 2026. 84 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

Arete Wealth Advisors reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q3 2026 after selling out during the quarter.
Arete Wealth Advisors sold 17,091 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $860K.
Arete Wealth Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and held it in 5 quarters.
Arete Wealth Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $860K in Q2 2026.
84 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.