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 Q2	$12.5M	Buy	244,937 +58,567	+31%	+$2.99M	0.01%	839
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PSCM

Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BWAM

Blue Water Asset Management Grand Rapids, Michigan $310M AUM

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

HighTower Advisors's EVSD Position: Q2 2026 in Review

HighTower Advisors increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 31% in Q2 2026, buying an estimated $2.99M and bringing the position to 244,937 shares worth $12.5M. The position accounts for 0.01% of the portfolio, ranked #839.

HighTower Advisors first reported a position in EVSD in Q1 2025 and has held it in 6 quarters since. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

HighTower Advisors held 244,937 shares of Eaton Vance Short Duration Income ETF worth $12.5M as of Q2 2026.
HighTower Advisors bought 58,567 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $2.99M.
Eaton Vance Short Duration Income ETF made up 0.01% of HighTower Advisors's portfolio in Q2 2026, its #839 holding.
HighTower Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q1 2025 and has held it in 6 quarters since.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.