Commonwealth Equity Services
EVSM icon

Commonwealth Equity Services’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Commonwealth Equity Services’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 		$3.44M Buy
68,417
+24,203
+55% +$1.22M ﹤0.01% 1676
2026
Q1 		$2.22M Buy
44,214
+6,330
+17% +$320K ﹤0.01% 1921
2025
Q4 		$1.91M Buy
37,884
+11,192
+42% +$564K ﹤0.01% 2023
2025
Q3 		$1.35M Buy
26,692
+11,316
+74% +$569K ﹤0.01% 2349
2025
Q2 		$769K Buy
15,376
+4,821
+46% +$240K ﹤0.01% 2795
2025
Q1 		$526K Buy
10,555
+538
+5% +$26.9K ﹤0.01% 2984
2024
Q4 		$499K Buy
10,017
+4,417
+79% +$221K ﹤0.01% 2948
2024
Q3 		$281K Buy
+5,600
New +$281K ﹤0.01% 3407

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

Commonwealth Equity Services's EVSM Position: Q2 2026 in Review

Commonwealth Equity Services increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 55% in Q2 2026, buying an estimated $1.22M and bringing the position to 68,417 shares worth $3.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

Commonwealth Equity Services first reported a position in EVSM in Q3 2024 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Commonwealth Equity Services held 68,417 shares of Eaton Vance Short Duration Municipal Income ETF worth $3.44M as of Q2 2026.
  • Commonwealth Equity Services bought 24,203 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.22M.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1676 holding.
  • Commonwealth Equity Services first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.