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Garrett Wealth Advisory Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Garrett Wealth 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 		$14.1M Buy
279,990
+23,310
+9% +$1.17M 2.17% 13
2026
Q1 		$12.9M Buy
256,680
+11,088
+5% +$561K 2.29% 11
2025
Q4 		$12.4M Buy
245,592
+28,494
+13% +$1.44M 2.34% 12
2025
Q3 		$10.9M Buy
+217,098
New +$10.9M 2.13% 12

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Garrett Wealth Advisory Group's EVSM Position: Q2 2026 in Review

Garrett Wealth Advisory Group increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 9.1% in Q2 2026, buying an estimated $1.17M and bringing the position to 279,990 shares worth $14.1M. The position accounts for 2.17% of the portfolio, ranked #13.

Garrett Wealth Advisory Group first reported a position in EVSM in Q3 2025 and has held it in 4 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Garrett Wealth Advisory Group held 279,990 shares of Eaton Vance Short Duration Municipal Income ETF worth $14.1M as of Q2 2026.
  • Garrett Wealth Advisory Group bought 23,310 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.17M.
  • Eaton Vance Short Duration Municipal Income ETF made up 2.17% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #13 holding.
  • Garrett Wealth Advisory Group first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.