HighTower Advisors
EVSM icon

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

HighTower Advisors’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 		$1.21M Sell
24,010
-2,536
-10% -$128K ﹤0.01% 2120
2026
Q1 		$1.33M Buy
26,546
+12,238
+86% +$619K ﹤0.01% 2000
2025
Q4 		$721K Buy
14,308
+174
+1% +$8.77K ﹤0.01% 2350
2025
Q3 		$713K Buy
14,134
+2,171
+18% +$109K ﹤0.01% 2345
2025
Q2 		$598K Buy
11,963
+2,094
+21% +$104K ﹤0.01% 2365
2025
Q1 		$492K Sell
9,869
-2,596
-21% -$130K ﹤0.01% 2471
2024
Q4 		$622K Buy
12,465
+4,818
+63% +$241K ﹤0.01% 2301
2024
Q3 		$383K Buy
+7,647
New +$383K ﹤0.01% 2623

Other funds holding EVSM

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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

HighTower Advisors's EVSM Position: Q2 2026 in Review

HighTower Advisors reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 9.6% in Q2 2026, selling an estimated $128K and leaving 24,010 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

HighTower Advisors first reported a position in EVSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.33M in Q1 2026. 62 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • HighTower Advisors held 24,010 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.21M as of Q2 2026.
  • HighTower Advisors sold 2,536 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $128K.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2120 holding.
  • HighTower Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • HighTower Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.33M in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

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