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Nemes Rush Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Nemes Rush 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
Q1 		$2.21M Buy
44,019
+11,786
+37% +$596K 0.21% 74
2025
Q4 		$1.62M Buy
32,233
+12,261
+61% +$618K 0.15% 85
2025
Q3 		$1.01M Buy
+19,972
New +$1.01M 0.1% 98

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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 $333M AUM 14.3% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Nemes Rush Group's EVSM Position: Q1 2026 in Review

Nemes Rush Group increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 37% in Q1 2026, buying an estimated $596K and bringing the position to 44,019 shares worth $2.21M. The position accounts for 0.21% of the portfolio, ranked #74.

Nemes Rush Group first reported a position in EVSM in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Nemes Rush Group held 44,019 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.21M as of Q1 2026.
  • Nemes Rush Group bought 11,786 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $596K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.21% of Nemes Rush Group's portfolio in Q1 2026, its #74 holding.
  • Nemes Rush Group first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.