Cetera Investment Advisers
EVSD

Cetera Investment Advisers’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Cetera Investment Advisers’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
Q1 		$1.34M Buy
26,302
+4,393
+20% +$226K ﹤0.01% 2643
2025
Q4 		$1.13M Buy
21,909
+2,528
+13% +$130K ﹤0.01% 2717
2025
Q3 		$996K Buy
19,381
+8,420
+77% +$432K ﹤0.01% 2768
2025
Q2 		$560K Buy
+10,961
New +$557K ﹤0.01% 2871

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Cetera Investment Advisers's EVSD Position: Q1 2026 in Review

Cetera Investment Advisers increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 20% in Q1 2026, buying an estimated $226K and bringing the position to 26,302 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

Cetera Investment Advisers first reported a position in EVSD in Q2 2025 and has held it in 4 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Cetera Investment Advisers held 26,302 shares of Eaton Vance Short Duration Income ETF worth $1.34M as of Q1 2026.
  • Cetera Investment Advisers bought 4,393 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $226K.
  • Eaton Vance Short Duration Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2643 holding.
  • Cetera Investment Advisers first reported a position in Eaton Vance Short Duration Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.