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

Kestra Private Wealth 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
Q2 		$717K Buy
+14,242
New +$717K 0.01% 1070

Other funds holding EVSM

FFA
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SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
MA
MBA Advisors Hermitage, Pennsylvania $297M AUM 20.52% 1-Year Est. Return

Kestra Private Wealth Services's EVSM Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 14,242 shares worth $717K. The stake represents 0.01% of the portfolio and ranks #1070 among its holdings.

39 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Kestra Private Wealth Services held 14,242 shares of Eaton Vance Short Duration Municipal Income ETF worth $717K as of Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Kestra Private Wealth Services position in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1070 holding.
  • 39 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.