Lakeridge Wealth Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Lakeridge Wealth Management’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	$200K	Buy	+3,977	New	+$200K	0.07%	184

Other funds holding EVSM

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

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

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return