Howard Wealth Management
EVSM icon

Howard Wealth Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Howard Wealth Management’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
Q3 		$275K Sell
5,591
-47
-0.8% -$2.35K 0.1% 120
2026
Q2 		$284K Buy
5,638
+309
+6% +$15.5K 0.1% 120
2026
Q1 		$267K Buy
5,329
+313
+6% +$15.8K 0.11% 125
2025
Q4 		$253K Buy
+5,016
New +$253K 0.11% 114

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Farther Finance Advisors
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Peoples Bank (Ohio)
Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return

Howard Wealth Management's EVSM Position: Q3 2026 in Review

Howard Wealth Management reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 0.83% in Q3 2026, selling an estimated $2.35K and leaving 5,591 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #120.

Howard Wealth Management first reported a position in EVSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $284K in Q2 2026. 51 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • Howard Wealth Management held 5,591 shares of Eaton Vance Short Duration Municipal Income ETF worth $275K as of Q3 2026.
  • Howard Wealth Management sold 47 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $2.35K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.1% of Howard Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Howard Wealth Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Howard Wealth Management's Eaton Vance Short Duration Municipal Income ETF position peaked at $284K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.