Cooper Financial Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Cooper Financial Group’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 Q3	$784K	Buy	+15,941	New	+$797K	0.06%	198

Other funds holding EVSM

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Cooper Financial Group's EVSM Position: Q3 2026 in Review

Cooper Financial Group opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2026: 15,941 shares worth $784K. The stake represents 0.06% of the portfolio and ranks #198 among its holdings.

3 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

Cooper Financial Group held 15,941 shares of Eaton Vance Short Duration Municipal Income ETF worth $784K as of Q3 2026.
Eaton Vance Short Duration Municipal Income ETF was a new Cooper Financial Group position in Q3 2026.
Eaton Vance Short Duration Municipal Income ETF made up 0.06% of Cooper Financial Group's portfolio in Q3 2026, its #198 holding.
3 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.