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

Atria Investments’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 		$821K Sell
16,352
-76,643
-82% -$3.88M 0.01% 1171
2025
Q4 		$4.68M Sell
92,995
-28,155
-23% -$1.42M 0.05% 391
2025
Q3 		$6.11M Buy
121,150
+31,625
+35% +$1.59M 0.07% 321
2025
Q2 		$4.48M Buy
+89,525
New +$4.46M 0.05% 414

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

Atria Investments's EVSM Position: Q1 2026 in Review

Atria Investments reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 82% in Q1 2026, selling an estimated $3.88M and leaving 16,352 shares worth $821K. The position accounts for 0.01% of the portfolio, ranked #1171.

Atria Investments first reported a position in EVSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.11M in Q3 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Atria Investments held 16,352 shares of Eaton Vance Short Duration Municipal Income ETF worth $821K as of Q1 2026.
  • Atria Investments sold 76,643 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $3.88M.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1171 holding.
  • Atria Investments first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Atria Investments's Eaton Vance Short Duration Municipal Income ETF position peaked at $6.11M in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.