Kingsview Wealth Management’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

Kingsview Wealth Management’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 Q3	$421K	Buy	8,324 +1,995	+32%	+$101K	0.01%	1038
2026 Q2	$322K	Sell	6,329 -6,892	-52%	-$350K	﹤0.01%	1157
2026 Q1	$671K	Buy	13,221 +6,071	+85%	+$309K	0.01%	800
2025 Q4	$364K	Buy	+7,150	New	+$365K	0.01%	961
2025 Q2	–	Sell	-4,917	Closed	-$250K	–	1188
2025 Q1	$250K	Sell	4,917 -1,317	-21%	-$67K	﹤0.01%	954
2024 Q4	$316K	Buy	+6,234	New	+$316K	0.01%	882

Other funds holding EVSB

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Kingsview Wealth Management's EVSB Position: Q3 2026 in Review

Kingsview Wealth Management increased its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 32% in Q3 2026, buying an estimated $101K and bringing the position to 8,324 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #1038.

Kingsview Wealth Management first reported a position in EVSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $671K in Q1 2026. 16 funds tracked by Wall St. Rank hold EVSB as of Q3 2026.

Kingsview Wealth Management held 8,324 shares of Eaton Vance Ultra-Short Income ETF worth $421K as of Q3 2026.
Kingsview Wealth Management bought 1,995 Eaton Vance Ultra-Short Income ETF shares in Q3 2026, an estimated $101K.
Eaton Vance Ultra-Short Income ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q3 2026, its #1038 holding.
Kingsview Wealth Management first reported a position in Eaton Vance Ultra-Short Income ETF in Q4 2024 and has held it in 6 quarters since.
Kingsview Wealth Management's Eaton Vance Ultra-Short Income ETF position peaked at $671K in Q1 2026.
16 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q3 2026.

Based on Kingsview Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.