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 Q3	$2.62M	Sell	52,608 -410	-0.8%	-$20.8K	0.07%	267
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

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

OWA

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

BAM

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

NFP

NorthLanding Financial Partners Rochester, New York $143M AUM 11.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions's EVSD Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 0.77% in Q3 2026, selling an estimated $20.8K and leaving 52,608 shares worth $2.62M. The position accounts for 0.07% of the portfolio, ranked #267.

Dynamic Advisor Solutions first reported a position in EVSD in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.7M in Q2 2026. 12 funds tracked by Wall St. Rank hold EVSD as of Q3 2026.

Dynamic Advisor Solutions held 52,608 shares of Eaton Vance Short Duration Income ETF worth $2.62M as of Q3 2026.
Dynamic Advisor Solutions sold 410 Eaton Vance Short Duration Income ETF shares in Q3 2026, an estimated $20.8K.
Eaton Vance Short Duration Income ETF made up 0.07% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #267 holding.
Dynamic Advisor Solutions first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 10 quarters since.
Dynamic Advisor Solutions's Eaton Vance Short Duration Income ETF position peaked at $2.7M in Q2 2026.
12 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.