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Kestra Advisory Services’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

Kestra Advisory Services’s Portfolio EVSB Stock Details EVSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-984
Closed -$50.1K – 3509
2025
Q4 		$50.1K Buy
+984
New +$50.2K ﹤0.01% 3931

Other funds holding EVSB

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Kestra Advisory Services's EVSB Position: Q1 2026 in Review

Kestra Advisory Services sold out of Eaton Vance Ultra-Short Income ETF (EVSB) in Q1 2026, closing a stake of 984 shares — an estimated $50.1K sold.

Kestra Advisory Services first reported a position in EVSB in Q4 2025 and held it in 1 quarter. The position peaked at $50.1K in Q4 2025. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

  • Kestra Advisory Services reported no remaining Eaton Vance Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 984 Eaton Vance Ultra-Short Income ETF shares in Q1 2026, an estimated $50.1K.
  • Kestra Advisory Services first reported a position in Eaton Vance Ultra-Short Income ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Eaton Vance Ultra-Short Income ETF position peaked at $50.1K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.