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Genesis Private Wealth’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Genesis Private Wealth’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 		$647K Sell
12,852
-471
-4% -$23.7K 0.18% 76
2026
Q1 		$669K Sell
13,323
-5,058
-28% -$256K 0.21% 74
2025
Q4 		$926K Sell
18,381
-9,476
-34% -$478K 0.29% 65
2025
Q3 		$1.4M Buy
+27,857
New +$1.4M 0.59% 35

Other funds holding EVSM

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
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
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
HWM
Howard Wealth Management Madison, Connecticut $270M AUM 19.06% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Genesis Private Wealth's EVSM Position: Q2 2026 in Review

Genesis Private Wealth reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 3.5% in Q2 2026, selling an estimated $23.7K and leaving 12,852 shares worth $647K. The position accounts for 0.18% of the portfolio, ranked #76.

Genesis Private Wealth first reported a position in EVSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q3 2025. 13 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Genesis Private Wealth held 12,852 shares of Eaton Vance Short Duration Municipal Income ETF worth $647K as of Q2 2026.
  • Genesis Private Wealth sold 471 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $23.7K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.18% of Genesis Private Wealth's portfolio in Q2 2026, its #76 holding.
  • Genesis Private Wealth first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Genesis Private Wealth's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.4M in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.