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BridgePort Financial Solutions’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

BridgePort Financial Solutions’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
Q2 		$352K Hold
6,997
– – 0.09% 165
2026
Q1 		$351K Hold
6,997
– – 0.1% 159
2025
Q4 		$352K Hold
6,997
– – 0.09% 164
2025
Q3 		$353K Hold
6,997
– – 0.09% 162
2025
Q2 		$350K Buy
+6,997
New +$348K 0.12% 138

Other funds holding EVSM

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 $364M AUM 16.66% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

BridgePort Financial Solutions's EVSM Position: Q2 2026 in Review

BridgePort Financial Solutions held its Eaton Vance Short Duration Municipal Income ETF (EVSM) position steady in Q2 2026 at 6,997 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #165.

BridgePort Financial Solutions first reported a position in EVSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $353K in Q3 2025. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • BridgePort Financial Solutions held 6,997 shares of Eaton Vance Short Duration Municipal Income ETF worth $352K as of Q2 2026.
  • BridgePort Financial Solutions left its Eaton Vance Short Duration Municipal Income ETF share count unchanged in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.09% of BridgePort Financial Solutions's portfolio in Q2 2026, its #165 holding.
  • BridgePort Financial Solutions first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • BridgePort Financial Solutions's Eaton Vance Short Duration Municipal Income ETF position peaked at $353K in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.