Cetera Investment Advisers
EVSM icon

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

Cetera Investment Advisers’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 		$1.66M Sell
33,053
-7,600
-19% -$382K ﹤0.01% 2553
2026
Q1 		$2.04M Sell
40,653
-9,458
-19% -$478K ﹤0.01% 2266
2025
Q4 		$2.52M Sell
50,111
-3,060
-6% -$154K ﹤0.01% 2013
2025
Q3 		$2.68M Buy
53,171
+29,427
+124% +$1.48M ﹤0.01% 1920
2025
Q2 		$1.19M Buy
23,744
+1,924
+9% +$95.8K ﹤0.01% 2230
2025
Q1 		$1.09M Buy
21,820
+6,348
+41% +$317K ﹤0.01% 2198
2024
Q4 		$771K Sell
15,472
-3,885
-20% -$195K ﹤0.01% 2349
2024
Q3 		$973K Buy
+19,357
New +$970K ﹤0.01% 2146

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
P
&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
SB
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

Cetera Investment Advisers's EVSM Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 19% in Q2 2026, selling an estimated $382K and leaving 33,053 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

Cetera Investment Advisers first reported a position in EVSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.68M in Q3 2025. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Cetera Investment Advisers held 33,053 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.66M as of Q2 2026.
  • Cetera Investment Advisers sold 7,600 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $382K.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2553 holding.
  • Cetera Investment Advisers first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Cetera Investment Advisers's Eaton Vance Short Duration Municipal Income ETF position peaked at $2.68M in Q3 2025.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.