CWAF
EVSD

Core Wealth Advisors (Florida)’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Core Wealth Advisors (Florida)’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 		$223K Sell
4,378
-406
-8% -$20.7K 0.04% 122
2026
Q1 		$244K Sell
4,784
-4,855
-50% -$250K 0.06% 96
2025
Q4 		$496K Buy
9,639
+5,114
+113% +$263K 0.13% 61
2025
Q3 		$233K Buy
+4,525
New +$232K 0.06% 84

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

Core Wealth Advisors (Florida)'s EVSD Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 8.5% in Q2 2026, selling an estimated $20.7K and leaving 4,378 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #122.

Core Wealth Advisors (Florida) first reported a position in EVSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $496K in Q4 2025. 85 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Core Wealth Advisors (Florida) held 4,378 shares of Eaton Vance Short Duration Income ETF worth $223K as of Q2 2026.
  • Core Wealth Advisors (Florida) sold 406 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $20.7K.
  • Eaton Vance Short Duration Income ETF made up 0.04% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #122 holding.
  • Core Wealth Advisors (Florida) first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Core Wealth Advisors (Florida)'s Eaton Vance Short Duration Income ETF position peaked at $496K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.