Farther Finance Advisors
EVSM icon

Farther Finance Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Farther Finance Advisors’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 		$11.9M Buy
241,341
+32,846
+16% +$1.64M 0.08% 202
2026
Q2 		$10.5M Buy
208,495
+49,159
+31% +$2.47M 0.08% 207
2026
Q1 		$8M Buy
159,336
+47,227
+42% +$2.39M 0.08% 235
2025
Q4 		$5.65M Buy
112,109
+8,603
+8% +$434K 0.06% 278
2025
Q3 		$5.22M Buy
103,506
+58,099
+128% +$2.92M 0.08% 213
2025
Q2 		$2.27M Buy
45,407
+30,432
+203% +$1.51M 0.05% 330
2025
Q1 		$748K Buy
14,975
+8,974
+150% +$449K 0.02% 620
2024
Q4 		$299K Buy
+6,001
New +$300K 0.01% 810

Other funds holding EVSM

Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Farther Finance Advisors's EVSM Position: Q3 2026 in Review

Farther Finance Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 16% in Q3 2026, buying an estimated $1.64M and bringing the position to 241,341 shares worth $11.9M. The position accounts for 0.08% of the portfolio, ranked #202.

Farther Finance Advisors first reported a position in EVSM in Q4 2024 and has held it in 8 quarters since. 7 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • Farther Finance Advisors held 241,341 shares of Eaton Vance Short Duration Municipal Income ETF worth $11.9M as of Q3 2026.
  • Farther Finance Advisors bought 32,846 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $1.64M.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.08% of Farther Finance Advisors's portfolio in Q3 2026, its #202 holding.
  • Farther Finance Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.