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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
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

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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

BridgePort Financial Solutions's EVSM Position: Q1 2026 in Review

BridgePort Financial Solutions held its Eaton Vance Short Duration Municipal Income ETF (EVSM) position steady in Q1 2026 at 6,997 shares worth $351K. The position accounts for 0.1% of the portfolio, ranked #159.

BridgePort Financial Solutions first reported a position in EVSM in Q2 2025 and has held it in 4 quarters since. The position peaked at $353K in Q3 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • BridgePort Financial Solutions held 6,997 shares of Eaton Vance Short Duration Municipal Income ETF worth $351K as of Q1 2026.
  • BridgePort Financial Solutions left its Eaton Vance Short Duration Municipal Income ETF share count unchanged in Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.1% of BridgePort Financial Solutions's portfolio in Q1 2026, its #159 holding.
  • BridgePort Financial Solutions first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's Eaton Vance Short Duration Municipal Income ETF position peaked at $353K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.