Janney Montgomery Scott
EVSM icon

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

Janney Montgomery Scott’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
Q2 		$2.28M Buy
45,336
+3,680
+9% +$185K ﹤0.01% 1406
2026
Q1 		$2.09M Buy
41,656
+4,670
+13% +$236K 0.01% 1250
2025
Q4 		$1.86M Buy
36,986
+7,687
+26% +$387K ﹤0.01% 1369
2025
Q3 		$1.48M Sell
29,299
-627
-2% -$31.6K ﹤0.01% 1474
2025
Q2 		$1.5M Buy
29,926
+5,695
+24% +$283K ﹤0.01% 1349
2025
Q1 		$1.21M Buy
24,231
+3,816
+19% +$191K ﹤0.01% 1429
2024
Q4 		$1.02M Buy
20,415
+4,578
+29% +$229K ﹤0.01% 1520
2024
Q3 		$796K Buy
+15,837
New +$794K ﹤0.01% 1655

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 $364M AUM 16.66% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

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

Janney Montgomery Scott increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 8.8% in Q2 2026, buying an estimated $185K and bringing the position to 45,336 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Janney Montgomery Scott first reported a position in EVSM in Q3 2024 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Janney Montgomery Scott held 45,336 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.28M as of Q2 2026.
  • Janney Montgomery Scott bought 3,680 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $185K.
  • Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1406 holding.
  • Janney Montgomery Scott first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

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