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Financial Solutions Advisory Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Financial Solutions Advisory Group’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 		$679K Hold
13,500
– – 0.09% 87
2026
Q1 		$678K Buy
+13,500
New +$683K 0.09% 84

Other funds holding EVSM

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SB
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DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Financial Solutions Advisory Group's EVSM Position: Q2 2026 in Review

Financial Solutions Advisory Group held its Eaton Vance Short Duration Municipal Income ETF (EVSM) position steady in Q2 2026 at 13,500 shares worth $679K. The position accounts for 0.09% of the portfolio, ranked #87.

Financial Solutions Advisory Group first reported a position in EVSM in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Financial Solutions Advisory Group held 13,500 shares of Eaton Vance Short Duration Municipal Income ETF worth $679K as of Q2 2026.
  • Financial Solutions Advisory Group left its Eaton Vance Short Duration Municipal Income ETF share count unchanged in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.09% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #87 holding.
  • Financial Solutions Advisory Group first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.