Courier Capital’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Courier Capital’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	$1.23M	Buy	+25,030	New	+$1.25M	0.06%	211

Other funds holding EVSM

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

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return

Courier Capital's EVSM Position: Q3 2026 in Review

Courier Capital opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2026: 25,030 shares worth $1.23M. The stake represents 0.06% of the portfolio and ranks #211 among its holdings.

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

Courier Capital held 25,030 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.23M as of Q3 2026.
Eaton Vance Short Duration Municipal Income ETF was a new Courier Capital position in Q3 2026.
Eaton Vance Short Duration Municipal Income ETF made up 0.06% of Courier Capital's portfolio in Q3 2026, its #211 holding.
19 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.