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

Kestra Private Wealth 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
2025 Q3	–	Sell	-11,638	Closed	-$591K	–	1698
2025 Q2	$591K	Buy	+11,638	New	+$592K	0.01%	951

Other funds holding EVSB

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kestra Private Wealth Services's EVSB Position: Q3 2025 in Review

Kestra Private Wealth Services sold out of Eaton Vance Ultra-Short Income ETF (EVSB) in Q3 2025, closing a stake of 11,638 shares — an estimated $591K sold.

Kestra Private Wealth Services first reported a position in EVSB in Q2 2025 and held it in 1 quarter. The position peaked at $591K in Q2 2025. 15 funds tracked by Wall St. Rank hold EVSB as of Q3 2025.

Kestra Private Wealth Services reported no remaining Eaton Vance Ultra-Short Income ETF position as of Q3 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 11,638 Eaton Vance Ultra-Short Income ETF shares in Q3 2025, an estimated $591K.
Kestra Private Wealth Services first reported a position in Eaton Vance Ultra-Short Income ETF in Q2 2025 and held it in 1 quarter.
Kestra Private Wealth Services's Eaton Vance Ultra-Short Income ETF position peaked at $591K in Q2 2025.
15 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q3 2025.

Based on Kestra Private Wealth Services's 13F filing for Q3 2025, filed 17 Nov 2025.