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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

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

Kingsview Wealth Management's EVSB Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Eaton Vance Ultra-Short Income ETF (EVSB) stake by 52% in Q2 2026, selling an estimated $350K and leaving 6,329 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Kingsview Wealth Management first reported a position in EVSB in Q4 2024 and has held it in 5 quarters since. The position peaked at $671K in Q1 2026. 20 funds tracked by Wall St. Rank hold EVSB as of Q2 2026.

Kingsview Wealth Management held 6,329 shares of Eaton Vance Ultra-Short Income ETF worth $322K as of Q2 2026.
Kingsview Wealth Management sold 6,892 Eaton Vance Ultra-Short Income ETF shares in Q2 2026, an estimated $350K.
Eaton Vance Ultra-Short Income ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1157 holding.
Kingsview Wealth Management first reported a position in Eaton Vance Ultra-Short Income ETF in Q4 2024 and has held it in 5 quarters since.
Kingsview Wealth Management's Eaton Vance Ultra-Short Income ETF position peaked at $671K in Q1 2026.
20 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.