Merit Financial Group’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Merit Financial Group’s Portfolio EVSD Stock Details EVSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.44M	Buy	89,264 +3,535	+4%	+$179K	0.02%	500
2026 Q2	$4.36M	Buy	85,729 +3,184	+4%	+$162K	0.03%	474
2026 Q1	$4.2M	Buy	82,545 +10,847	+15%	+$558K	0.03%	439
2025 Q4	$3.69M	Buy	71,698 +2,077	+3%	+$107K	0.03%	439
2025 Q3	$3.58M	Buy	69,621 +856	+1%	+$43.9K	0.03%	394
2025 Q2	$3.52M	Buy	68,765 +1,122	+2%	+$57.1K	0.04%	359
2025 Q1	$3.43M	Buy	67,643 +60,919	+906%	+$3.09M	0.05%	285
2024 Q4	$339K	Hold	6,724	–	–	0.01%	879
2024 Q3	$342K	Buy	+6,724	New	+$340K	0.01%	641

Other funds holding EVSD

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Platform Technology Partners New York $632M AUM 18.8% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Nemes Rush Group Novi, Michigan $1.22B AUM 25.31% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Merit Financial Group's EVSD Position: Q3 2026 in Review

Merit Financial Group increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 4.1% in Q3 2026, buying an estimated $179K and bringing the position to 89,264 shares worth $4.44M. The position accounts for 0.02% of the portfolio, ranked #500.

Merit Financial Group first reported a position in EVSD in Q3 2024 and has held it in 9 quarters since. 40 funds tracked by Wall St. Rank hold EVSD as of Q3 2026.

Merit Financial Group held 89,264 shares of Eaton Vance Short Duration Income ETF worth $4.44M as of Q3 2026.
Merit Financial Group bought 3,535 Eaton Vance Short Duration Income ETF shares in Q3 2026, an estimated $179K.
Eaton Vance Short Duration Income ETF made up 0.02% of Merit Financial Group's portfolio in Q3 2026, its #500 holding.
Merit Financial Group first reported a position in Eaton Vance Short Duration Income ETF in Q3 2024 and has held it in 9 quarters since.
40 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.