Cape Investment Advisory’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Cape Investment Advisory’s Portfolio EVSD Stock Details EVSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	+4,232	New	+$216K	0.06%	222

Other funds holding EVSD

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Cape Investment Advisory's EVSD Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Eaton Vance Short Duration Income ETF (EVSD) in Q2 2026: 4,232 shares worth $215K. The stake represents 0.06% of the portfolio and ranks #222 among its holdings.

86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Cape Investment Advisory held 4,232 shares of Eaton Vance Short Duration Income ETF worth $215K as of Q2 2026.
Eaton Vance Short Duration Income ETF was a new Cape Investment Advisory position in Q2 2026.
Eaton Vance Short Duration Income ETF made up 0.06% of Cape Investment Advisory's portfolio in Q2 2026, its #222 holding.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.