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Nations Financial Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Nations Financial Group’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 		$248K Sell
4,925
-50
-1% -$2.52K 0.01% 692
2026
Q1 		$250K Buy
+4,975
New +$252K 0.01% 680

Other funds holding EVSM

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
OWA
ORBA Wealth Advisors Chicago, Illinois $117M AUM 23.68% 1-Year Est. Return
MPIA
Milestones Private Investment Advisors Fairport, New York $126M AUM 26.4% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Nations Financial Group's EVSM Position: Q2 2026 in Review

Nations Financial Group reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 1% in Q2 2026, selling an estimated $2.52K and leaving 4,925 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #692.

Nations Financial Group first reported a position in EVSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $250K in Q1 2026. 22 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Nations Financial Group held 4,925 shares of Eaton Vance Short Duration Municipal Income ETF worth $248K as of Q2 2026.
  • Nations Financial Group sold 50 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $2.52K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #692 holding.
  • Nations Financial Group first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Nations Financial Group's Eaton Vance Short Duration Municipal Income ETF position peaked at $250K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.