Kestra Advisory Services’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Kestra Advisory Services’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 Q1	$536K	Buy	10,688 +46	+0.4%	+$2.33K	﹤0.01%	2163
2025 Q4	$536K	Buy	10,642 +1,829	+21%	+$92.2K	﹤0.01%	2092
2025 Q3	$444K	Buy	8,813 +4,037	+85%	+$203K	﹤0.01%	2145
2025 Q2	$239K	Buy	+4,776	New	+$238K	﹤0.01%	2540

Other funds holding EVSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

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

Kestra Advisory Services increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 0.43% in Q1 2026, buying an estimated $2.33K and bringing the position to 10,688 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Kestra Advisory Services first reported a position in EVSM in Q2 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

Kestra Advisory Services held 10,688 shares of Eaton Vance Short Duration Municipal Income ETF worth $536K as of Q1 2026.
Kestra Advisory Services bought 46 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $2.33K.
Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2163 holding.
Kestra Advisory Services first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

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