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 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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

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

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

RBFC

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WAP

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

Kingsview Wealth Management's EVSB Position: Q1 2026 in Review

Kingsview Wealth Management increased its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 85% in Q1 2026, buying an estimated $309K and bringing the position to 13,221 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #800.

Kingsview Wealth Management first reported a position in EVSB in Q4 2024 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

Kingsview Wealth Management held 13,221 shares of Eaton Vance Ultra-Short Income ETF worth $671K as of Q1 2026.
Kingsview Wealth Management bought 6,071 Eaton Vance Ultra-Short Income ETF shares in Q1 2026, an estimated $309K.
Eaton Vance Ultra-Short Income ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #800 holding.
Kingsview Wealth Management first reported a position in Eaton Vance Ultra-Short Income ETF in Q4 2024 and has held it in 4 quarters since.
17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.