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Cresset Asset Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Cresset Asset 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
Q2 		$333K Buy
+6,609
New +$333K ﹤0.01% 1337
2025
Q2 		– Sell
-5,000
Closed -$250K – 1823
2025
Q1 		$250K Buy
+5,000
New +$250K ﹤0.01% 1416

Other funds holding EVSM

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SB
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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Cresset Asset Management's EVSM Position: Q2 2026 in Review

Cresset Asset Management opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 6,609 shares worth $333K. The stake represents ﹤0.01% of the portfolio and ranks #1337 among its holdings. This is a return to the name: Cresset Asset Management previously reported a position in EVSM as recently as Q1 2025.

Cresset Asset Management first reported a position in EVSM in Q1 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Cresset Asset Management held 6,609 shares of Eaton Vance Short Duration Municipal Income ETF worth $333K as of Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Cresset Asset Management position in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1337 holding.
  • Cresset Asset Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.