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

Brinker Capital 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 Q2	–	Sell	-14,952	Closed	-$750K	–	2154
2026 Q1	$750K	Sell	14,952 -31,449	-68%	-$1.59M	0.01%	1277
2025 Q4	$2.34M	Buy	46,401 +10,613	+30%	+$535K	0.02%	763
2025 Q3	$1.8M	Buy	35,788 +16,714	+88%	+$841K	0.01%	890
2025 Q2	$954K	Buy	19,074 +4,170	+28%	+$208K	0.01%	1211
2025 Q1	$743K	Buy	+14,904	New	+$745K	0.01%	1223

Other funds holding EVSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

&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

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

Brinker Capital Investments's EVSM Position: Q2 2026 in Review

Brinker Capital Investments sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026, closing a stake of 14,952 shares — an estimated $750K sold.

Brinker Capital Investments first reported a position in EVSM in Q1 2025 and held it in 5 quarters. The position peaked at $2.34M in Q4 2025. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

Brinker Capital Investments reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Brinker Capital Investments sold 14,952 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $750K.
Brinker Capital Investments first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and held it in 5 quarters.
Brinker Capital Investments's Eaton Vance Short Duration Municipal Income ETF position peaked at $2.34M in Q4 2025.
105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.