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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
Q1 		$267K Buy
5,329
+313
+6% +$15.8K 0.11% 125
2025
Q4 		$253K Buy
+5,016
New +$253K 0.11% 114

Other funds holding EVSM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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 $333M AUM 14.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Howard Wealth Management's EVSM Position: Q1 2026 in Review

Howard Wealth Management increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 6.2% in Q1 2026, buying an estimated $15.8K and bringing the position to 5,329 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #125.

Howard Wealth Management first reported a position in EVSM in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Howard Wealth Management held 5,329 shares of Eaton Vance Short Duration Municipal Income ETF worth $267K as of Q1 2026.
  • Howard Wealth Management bought 313 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $15.8K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.11% of Howard Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Howard Wealth Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Howard Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.