Davenport & Co’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Davenport & Co’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	$210K	Buy	+4,180	New	+$210K	﹤0.01%	1304

Other funds holding EVSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

&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

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

Davenport & Co's EVSM Position: Q2 2026 in Review

Davenport & Co opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 4,180 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings.

105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

Davenport & Co held 4,180 shares of Eaton Vance Short Duration Municipal Income ETF worth $210K as of Q2 2026.
Eaton Vance Short Duration Municipal Income ETF was a new Davenport & Co position in Q2 2026.
Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Davenport & Co's portfolio in Q2 2026, its #1304 holding.
105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Davenport & Co's 13F filing for Q2 2026, filed 13 Jul 2026.