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Chokshi & Queen Wealth Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Chokshi & Queen Wealth Advisors’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 		$242K Buy
4,815
+29
+0.6% +$1.46K 0.11% 55
2026
Q1 		$240K Buy
+4,786
New +$242K 0.13% 54
2025
Q4 		– Sell
-4,006
Closed -$202K – 65
2025
Q3 		$202K Buy
+4,006
New +$202K 0.11% 60

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

Chokshi & Queen Wealth Advisors's EVSM Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 0.61% in Q2 2026, buying an estimated $1.46K and bringing the position to 4,815 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #55.

Chokshi & Queen Wealth Advisors first reported a position in EVSM in Q3 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 4,815 shares of Eaton Vance Short Duration Municipal Income ETF worth $242K as of Q2 2026.
  • Chokshi & Queen Wealth Advisors bought 29 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.46K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.11% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.