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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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Lakeridge Wealth Management's EVSM Position: Q2 2026 in Review

Lakeridge Wealth Management opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 3,977 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #184 among its holdings.

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

  • Lakeridge Wealth Management held 3,977 shares of Eaton Vance Short Duration Municipal Income ETF worth $200K as of Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Lakeridge Wealth Management position in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.07% of Lakeridge Wealth Management's portfolio in Q2 2026, its #184 holding.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.