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

Dynamic Advisor Solutions’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	$1.85M	Buy	36,678 +2,905	+9%	+$146K	0.05%	354
2026 Q1	$1.7M	Buy	33,773 +5,171	+18%	+$262K	0.05%	349
2025 Q4	$1.44M	Buy	28,602 +12,060	+73%	+$608K	0.05%	374
2025 Q3	$834K	Buy	16,542 +10,550	+176%	+$531K	0.02%	510
2025 Q2	$300K	Buy	+5,992	New	+$298K	0.01%	743

Other funds holding EVSM

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return