Creative Financial Designs’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Creative Financial Designs’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 Q1	$358K	Buy	7,125 +4,900	+220%	+$248K	0.02%	404
2025 Q4	$112K	Hold	2,225	–	–	0.01%	632
2025 Q3	$112K	Hold	2,225	–	–	0.01%	613
2025 Q2	$111K	Hold	2,225	–	–	0.01%	643
2025 Q1	$111K	Buy	+2,225	New	+$111K	0.01%	585

Other funds holding EVSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Creative Financial Designs's EVSM Position: Q1 2026 in Review

Creative Financial Designs increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 220% in Q1 2026, buying an estimated $248K and bringing the position to 7,125 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #404.

Creative Financial Designs first reported a position in EVSM in Q1 2025 and has held it in 5 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

Creative Financial Designs held 7,125 shares of Eaton Vance Short Duration Municipal Income ETF worth $358K as of Q1 2026.
Creative Financial Designs bought 4,900 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $248K.
Eaton Vance Short Duration Municipal Income ETF made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #404 holding.
Creative Financial Designs first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and has held it in 5 quarters since.
93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.