DAS
EVSD

Dynamic Advisor Solutions’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Dynamic Advisor Solutions’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
Q2 		$2.7M Buy
53,018
+16,179
+44% +$826K 0.08% 260
2026
Q1 		$1.88M Buy
36,839
+10,837
+42% +$557K 0.06% 327
2025
Q4 		$1.34M Buy
26,002
+10,527
+68% +$542K 0.04% 395
2025
Q3 		$795K Buy
15,475
+8,412
+119% +$432K 0.02% 516
2025
Q2 		$361K Buy
7,063
+1,790
+34% +$91K 0.01% 686
2025
Q1 		$268K Sell
5,273
-30
-0.6% -$1.52K 0.01% 746
2024
Q4 		$268K Sell
5,303
-426
-7% -$21.6K 0.01% 562
2024
Q3 		$292K Hold
5,729
– – 0.01% 758
2024
Q2 		$285K Buy
+5,729
New +$286K 0.01% 779

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Dynamic Advisor Solutions's EVSD Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 44% in Q2 2026, buying an estimated $826K and bringing the position to 53,018 shares worth $2.7M. The position accounts for 0.08% of the portfolio, ranked #260.

Dynamic Advisor Solutions first reported a position in EVSD in Q2 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Dynamic Advisor Solutions held 53,018 shares of Eaton Vance Short Duration Income ETF worth $2.7M as of Q2 2026.
  • Dynamic Advisor Solutions bought 16,179 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $826K.
  • Eaton Vance Short Duration Income ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #260 holding.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.