DADC
EVSD

D.A. Davidson & Co’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

D.A. Davidson & Co’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.4M Buy
362,147
+168,806
+87% +$8.68M 0.11% 144
2025
Q4 		$9.95M Buy
193,341
+94,956
+97% +$4.89M 0.06% 243
2025
Q3 		$5.06M Buy
98,385
+92,925
+1,702% +$4.77M 0.03% 371
2025
Q2 		$279K Buy
+5,460
New +$278K ﹤0.01% 1237

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return