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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
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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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WP
Wealthspan Partners Davenport, Iowa $284M AUM 19.86% 1-Year Est. Return

Cresset Asset Management's EVSM Position: Q2 2025 in Review

Cresset Asset Management sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2025, closing a stake of 5,000 shares — an estimated $250K sold.

Cresset Asset Management first reported a position in EVSM in Q1 2025 and held it in 1 quarter. The position peaked at $250K in Q1 2025. 44 funds tracked by Wall St. Rank hold EVSM as of Q2 2025.

  • Cresset Asset Management reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 5,000 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2025, an estimated $250K.
  • Cresset Asset Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2025 and held it in 1 quarter.
  • Cresset Asset Management's Eaton Vance Short Duration Municipal Income ETF position peaked at $250K in Q1 2025.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.