Center for Financial Planning’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Center for Financial Planning’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	$499K	Hold	9,810	–	–	0.05%	111
2026 Q1	$500K	Hold	9,810	–	–	0.05%	108
2025 Q4	$505K	Hold	9,810	–	–	0.05%	104
2025 Q3	$504K	Hold	9,810	–	–	0.05%	107
2025 Q2	$502K	Buy	+9,810	New	+$499K	0.06%	102

Other funds holding EVSD

DADC

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

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

FAB

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

Center for Financial Planning's EVSD Position: Q2 2026 in Review

Center for Financial Planning held its Eaton Vance Short Duration Income ETF (EVSD) position steady in Q2 2026 at 9,810 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #111.

Center for Financial Planning first reported a position in EVSD in Q2 2025 and has held it in 5 quarters since. The position peaked at $505K in Q4 2025. 22 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Center for Financial Planning held 9,810 shares of Eaton Vance Short Duration Income ETF worth $499K as of Q2 2026.
Center for Financial Planning left its Eaton Vance Short Duration Income ETF share count unchanged in Q2 2026.
Eaton Vance Short Duration Income ETF made up 0.05% of Center for Financial Planning's portfolio in Q2 2026, its #111 holding.
Center for Financial Planning first reported a position in Eaton Vance Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
Center for Financial Planning's Eaton Vance Short Duration Income ETF position peaked at $505K in Q4 2025.
22 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.