IFP Advisors
EVSM icon

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

IFP 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
Q3 		$948K Buy
19,280
+9,570
+99% +$479K 0.02% 795
2026
Q2 		$489K Buy
9,710
+9,010
+1,287% +$453K 0.01% 1051
2026
Q1 		$35.1K Buy
+700
New +$35.4K ﹤0.01% 2455

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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

IFP Advisors's EVSM Position: Q3 2026 in Review

IFP Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 99% in Q3 2026, buying an estimated $479K and bringing the position to 19,280 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #795.

IFP Advisors first reported a position in EVSM in Q1 2026 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • IFP Advisors held 19,280 shares of Eaton Vance Short Duration Municipal Income ETF worth $948K as of Q3 2026.
  • IFP Advisors bought 9,570 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $479K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.02% of IFP Advisors's portfolio in Q3 2026, its #795 holding.
  • IFP Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.