Jeff Yass
EVSM icon

Jeff Yass’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Jeff Yass’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 		– Sell
-16,424
Closed -$824K – 14703
2026
Q1 		$824K Buy
+16,424
New +$831K ﹤0.01% 8402
2025
Q4 		– Sell
-8,432
Closed -$425K – 13847
2025
Q3 		$425K Buy
+8,432
New +$424K ﹤0.01% 9335

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Ameriprise
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Sunflower Bank
Sunflower Bank Dallas, Texas $384M AUM 17.18% 1-Year Est. Return
Tilson Financial Group
Tilson Financial Group New Providence, New Jersey $361M AUM 10.74% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Jeff Yass's EVSM Position: Q2 2026 in Review

Jeff Yass sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026, closing a stake of 16,424 shares — an estimated $824K sold.

Jeff Yass first reported a position in EVSM in Q3 2025 and held it in 2 quarters. The position peaked at $824K in Q1 2026. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Jeff Yass reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 16,424 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $824K.
  • Jeff Yass first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and held it in 2 quarters.
  • Jeff Yass's Eaton Vance Short Duration Municipal Income ETF position peaked at $824K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.