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 Q3	$2.08M	Buy	42,316 +5,638	+15%	+$282K	0.06%	311
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

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

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

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

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

MPIA

Milestones Private Investment Advisors Fairport, New York $123M AUM 18.31% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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

Dynamic Advisor Solutions increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 15% in Q3 2026, buying an estimated $282K and bringing the position to 42,316 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #311.

Dynamic Advisor Solutions first reported a position in EVSM in Q2 2025 and has held it in 6 quarters since. 14 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

Dynamic Advisor Solutions held 42,316 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.08M as of Q3 2026.
Dynamic Advisor Solutions bought 5,638 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $282K.
Eaton Vance Short Duration Municipal Income ETF made up 0.06% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #311 holding.
Dynamic Advisor Solutions first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
14 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

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