HighTower Advisors
EVSD

HighTower Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

HighTower Advisors’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.49M Sell
186,370
-42,529
-19% -$2.19M 0.01% 909
2025
Q4 		$11.8M Buy
228,899
+33,518
+17% +$1.73M 0.01% 796
2025
Q3 		$10M Buy
195,381
+6,783
+4% +$348K 0.01% 853
2025
Q2 		$9.64M Sell
188,598
-8,959
-5% -$456K 0.01% 815
2025
Q1 		$10M Buy
+197,557
New +$10M 0.01% 761

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

HighTower Advisors's EVSD Position: Q1 2026 in Review

HighTower Advisors reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 19% in Q1 2026, selling an estimated $2.19M and leaving 186,370 shares worth $9.49M. The position accounts for 0.01% of the portfolio, ranked #909.

HighTower Advisors first reported a position in EVSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.8M in Q4 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • HighTower Advisors held 186,370 shares of Eaton Vance Short Duration Income ETF worth $9.49M as of Q1 2026.
  • HighTower Advisors sold 42,529 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $2.19M.
  • Eaton Vance Short Duration Income ETF made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #909 holding.
  • HighTower Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q1 2025 and has held it in 5 quarters since.
  • HighTower Advisors's Eaton Vance Short Duration Income ETF position peaked at $11.8M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.