Janney Montgomery Scott
EVSD

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Janney Montgomery Scott's EVSD Position: Q1 2026 in Review

Janney Montgomery Scott increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 3.9% in Q1 2026, buying an estimated $392K and bringing the position to 202,908 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #576.

Janney Montgomery Scott first reported a position in EVSD in Q2 2024 and has held it in 8 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Janney Montgomery Scott held 202,908 shares of Eaton Vance Short Duration Income ETF worth $10.3M as of Q1 2026.
  • Janney Montgomery Scott bought 7,623 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $392K.
  • Eaton Vance Short Duration Income ETF made up 0.03% of Janney Montgomery Scott's portfolio in Q1 2026, its #576 holding.
  • Janney Montgomery Scott first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.