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Gateway Wealth Partners’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Gateway Wealth Partners’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 		$786K Sell
15,617
-12,775
-45% -$643K 0.05% 364
2026
Q1 		$1.43M Buy
28,392
+20,755
+272% +$1.05M 0.06% 313
2025
Q4 		$385K Buy
+7,637
New +$385K 0.04% 317

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
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 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

Gateway Wealth Partners's EVSM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 45% in Q2 2026, selling an estimated $643K and leaving 15,617 shares worth $786K. The position accounts for 0.05% of the portfolio, ranked #364.

Gateway Wealth Partners first reported a position in EVSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q1 2026. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Gateway Wealth Partners held 15,617 shares of Eaton Vance Short Duration Municipal Income ETF worth $786K as of Q2 2026.
  • Gateway Wealth Partners sold 12,775 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $643K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #364 holding.
  • Gateway Wealth Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.43M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.