CTA
EVSD

Clear Trail Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Clear Trail Advisors’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 		$7.5M Buy
147,544
+14,019
+10% +$715K 1.15% 28
2026
Q1 		$6.8M Buy
+133,525
New +$6.87M 1.13% 27

Other funds holding EVSD

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Clear Trail Advisors's EVSD Position: Q2 2026 in Review

Clear Trail Advisors increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 10% in Q2 2026, buying an estimated $715K and bringing the position to 147,544 shares worth $7.5M. The position accounts for 1.15% of the portfolio, ranked #28.

Clear Trail Advisors first reported a position in EVSD in Q1 2026 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Clear Trail Advisors held 147,544 shares of Eaton Vance Short Duration Income ETF worth $7.5M as of Q2 2026.
  • Clear Trail Advisors bought 14,019 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $715K.
  • Eaton Vance Short Duration Income ETF made up 1.15% of Clear Trail Advisors's portfolio in Q2 2026, its #28 holding.
  • Clear Trail Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.