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Avantax Advisory Services’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$540K Buy
10,800
+2,076
+24% +$103K ﹤0.01% 1544
2025
Q1 		$435K Buy
8,724
+3,510
+67% +$176K ﹤0.01% 1593
2024
Q4 		$260K Sell
5,214
-586
-10% -$29.3K ﹤0.01% 1880
2024
Q3 		$291K Buy
+5,800
New +$291K ﹤0.01% 1774

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WP
Wealthspan Partners Davenport, Iowa $284M AUM 19.86% 1-Year Est. Return

Avantax Advisory Services's EVSM Position: Q2 2025 in Review

Avantax Advisory Services increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 24% in Q2 2025, buying an estimated $103K and bringing the position to 10,800 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Avantax Advisory Services first reported a position in EVSM in Q3 2024 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold EVSM as of Q2 2025.

  • Avantax Advisory Services held 10,800 shares of Eaton Vance Short Duration Municipal Income ETF worth $540K as of Q2 2025.
  • Avantax Advisory Services bought 2,076 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2025, an estimated $103K.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1544 holding.
  • Avantax Advisory Services first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.