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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
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 $1.66T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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 $333M AUM 14.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's EVSM Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026: 4,786 shares worth $240K. The stake represents 0.13% of the portfolio and ranks #54 among its holdings. This is a return to the name: Chokshi & Queen Wealth Advisors previously reported a position in EVSM as recently as Q3 2025.

Chokshi & Queen Wealth Advisors first reported a position in EVSM in Q3 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Chokshi & Queen Wealth Advisors held 4,786 shares of Eaton Vance Short Duration Municipal Income ETF worth $240K as of Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Chokshi & Queen Wealth Advisors position in Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.13% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #54 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 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.