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 Q3	$643K	Buy	13,080 +100	+0.8%	+$5K	﹤0.01%	2290
2026 Q2	$653K	Buy	12,980 +2,292	+21%	+$115K	﹤0.01%	2128
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return

Kestra Advisory Services's EVSM Position: Q3 2026 in Review

Kestra Advisory Services increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 0.77% in Q3 2026, buying an estimated $5K and bringing the position to 13,080 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Kestra Advisory Services first reported a position in EVSM in Q2 2025 and has held it in 6 quarters since. The position peaked at $653K in Q2 2026. 51 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

Kestra Advisory Services held 13,080 shares of Eaton Vance Short Duration Municipal Income ETF worth $643K as of Q3 2026.
Kestra Advisory Services bought 100 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $5K.
Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2290 holding.
Kestra Advisory Services first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 6 quarters since.
Kestra Advisory Services's Eaton Vance Short Duration Municipal Income ETF position peaked at $653K in Q2 2026.
51 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.