Chicago Partners Investment Group’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Chicago Partners Investment Group’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	$273K	Sell	5,394 -226	-4%	-$11.5K	0.01%	1286
2026 Q1	$288K	Sell	5,620 -520	-8%	-$26.7K	0.01%	1166
2025 Q4	$316K	Sell	6,140 -4,769	-44%	-$246K	0.01%	1002
2025 Q3	$564K	Sell	10,909 -73	-0.7%	-$3.75K	0.01%	642
2025 Q2	$562K	Sell	10,982 -3,070	-22%	-$156K	0.02%	552
2025 Q1	$714K	Buy	14,052 +839	+6%	+$42.6K	0.02%	429
2024 Q4	$667K	Sell	13,213 -1,497	-10%	-$75.7K	0.02%	430
2024 Q3	$745K	Buy	14,710 +190	+1%	+$9.6K	0.03%	392
2024 Q2	$732K	Buy	+14,520	New	+$725K	0.03%	383

Other funds holding EVSD

DADC

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

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PIWA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

Chicago Partners Investment Group's EVSD Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 4% in Q2 2026, selling an estimated $11.5K and leaving 5,394 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1286.

Chicago Partners Investment Group first reported a position in EVSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $745K in Q3 2024. 36 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Chicago Partners Investment Group held 5,394 shares of Eaton Vance Short Duration Income ETF worth $273K as of Q2 2026.
Chicago Partners Investment Group sold 226 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $11.5K.
Eaton Vance Short Duration Income ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1286 holding.
Chicago Partners Investment Group first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
Chicago Partners Investment Group's Eaton Vance Short Duration Income ETF position peaked at $745K in Q3 2024.
36 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.