CFG
EVSD

Clayton Financial Group’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Clayton Financial 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 		– Sell
-1,148
Closed -$58.5K – 598
2026
Q1 		$58.5K Hold
1,148
– – 0.03% 136
2025
Q4 		$59.1K Buy
+1,148
New +$59.1K 0.03% 142

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
PA
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
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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Clayton Financial Group's EVSD Position: Q2 2026 in Review

Clayton Financial Group sold out of Eaton Vance Short Duration Income ETF (EVSD) in Q2 2026, closing a stake of 1,148 shares — an estimated $58.5K sold.

Clayton Financial Group first reported a position in EVSD in Q4 2025 and held it in 2 quarters. The position peaked at $59.1K in Q4 2025. 34 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Clayton Financial Group reported no remaining Eaton Vance Short Duration Income ETF position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 1,148 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $58.5K.
  • Clayton Financial Group first reported a position in Eaton Vance Short Duration Income ETF in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Eaton Vance Short Duration Income ETF position peaked at $59.1K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.