Cornerstone Wealth Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Cornerstone Wealth Management’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	$553K	Buy	11,253 +11	+0.1%	+$550	0.02%	461
2026 Q2	$566K	Buy	+11,242	New	+$566K	0.02%	459

Other funds holding EVSM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Tilson Financial Group New Providence, New Jersey $361M AUM 10.74% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Cornerstone Wealth Management's EVSM Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 0.1% in Q3 2026, buying an estimated $550 and bringing the position to 11,253 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #461.

Cornerstone Wealth Management first reported a position in EVSM in Q2 2026 and has held it in 2 quarters since. The position peaked at $566K in Q2 2026. 63 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

Cornerstone Wealth Management held 11,253 shares of Eaton Vance Short Duration Municipal Income ETF worth $553K as of Q3 2026.
Cornerstone Wealth Management bought 11 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $550.
Eaton Vance Short Duration Municipal Income ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #461 holding.
Cornerstone Wealth Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2026 and has held it in 2 quarters since.
Cornerstone Wealth Management's Eaton Vance Short Duration Municipal Income ETF position peaked at $566K in Q2 2026.
63 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.