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

Arkadios 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
Q1 		$2.72M Sell
54,223
-777
-1% -$39.3K 0.04% 414
2025
Q4 		$2.77M Sell
55,000
-201
-0.4% -$10.1K 0.05% 351
2025
Q3 		$2.78M Buy
+55,201
New +$2.78M 0.07% 305

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

Arkadios Wealth Advisors's EVSM Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 1.4% in Q1 2026, selling an estimated $39.3K and leaving 54,223 shares worth $2.72M. The position accounts for 0.04% of the portfolio, ranked #414.

Arkadios Wealth Advisors first reported a position in EVSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.78M in Q3 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Arkadios Wealth Advisors held 54,223 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.72M as of Q1 2026.
  • Arkadios Wealth Advisors sold 777 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $39.3K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #414 holding.
  • Arkadios Wealth Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Arkadios Wealth Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $2.78M in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.