MOTCO’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

MOTCO’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 Q3	$56.4K	Buy	+1,147	New	+$57.4K	﹤0.01%	336

Other funds holding EVSM

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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Tilson Financial Group New Providence, New Jersey $361M AUM 10.74% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MOTCO's EVSM Position: Q3 2026 in Review

MOTCO opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2026: 1,147 shares worth $56.4K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings.

77 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

MOTCO held 1,147 shares of Eaton Vance Short Duration Municipal Income ETF worth $56.4K as of Q3 2026.
Eaton Vance Short Duration Municipal Income ETF was a new MOTCO position in Q3 2026.
Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #336 holding.
77 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.