Janney Montgomery Scott’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Janney Montgomery Scott’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	$3.94M	Sell	77,410 -125,498	-62%	-$6.4M	0.01%	1105
2026 Q1	$10.3M	Buy	202,908 +7,623	+4%	+$392K	0.03%	576
2025 Q4	$10M	Buy	195,285 +175,631	+894%	+$9.05M	0.02%	618
2025 Q3	$1.01M	Buy	19,654 +5,485	+39%	+$282K	﹤0.01%	1686
2025 Q2	$724K	Sell	14,169 -811	-5%	-$41.2K	﹤0.01%	1790
2025 Q1	$760K	Sell	14,980 -1,846	-11%	-$93.6K	﹤0.01%	1717
2024 Q4	$849K	Buy	16,826 +5,935	+54%	+$300K	﹤0.01%	1659
2024 Q3	$555K	Buy	10,891 +20	+0.2%	+$1.01K	﹤0.01%	1911
2024 Q2	$541K	Buy	+10,871	New	+$543K	﹤0.01%	1823

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

Janney Montgomery Scott's EVSD Position: Q2 2026 in Review

Janney Montgomery Scott reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 62% in Q2 2026, selling an estimated $6.4M and leaving 77,410 shares worth $3.94M. The position accounts for 0.01% of the portfolio, ranked #1105.

Janney Montgomery Scott first reported a position in EVSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.3M in Q1 2026. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

Janney Montgomery Scott held 77,410 shares of Eaton Vance Short Duration Income ETF worth $3.94M as of Q2 2026.
Janney Montgomery Scott sold 125,498 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $6.4M.
Eaton Vance Short Duration Income ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1105 holding.
Janney Montgomery Scott first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
Janney Montgomery Scott's Eaton Vance Short Duration Income ETF position peaked at $10.3M in Q1 2026.
86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.