Oasis Advisors
EVSM icon

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

Oasis Advisors’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 		$936K Buy
19,041
+3,914
+26% +$196K 0.39% 41
2026
Q2 		$761K Sell
15,127
-819,665
-98% -$41.2M 0.49% 34
2026
Q1 		$3.48M Buy
834,792
+788,509
+1,704% +$39.9M 0.68% 35
2025
Q4 		$2.33M Buy
+46,283
New +$2.33M 1.24% 20

Other funds holding EVSM

Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return
Peoples Bank (Ohio)
Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return
Parsons Capital Management
Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Asset Allocation Strategies
Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Baker Tilly Wealth Management
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Oasis Advisors's EVSM Position: Q3 2026 in Review

Oasis Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 26% in Q3 2026, buying an estimated $196K and bringing the position to 19,041 shares worth $936K. The position accounts for 0.39% of the portfolio, ranked #41.

Oasis Advisors first reported a position in EVSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.48M in Q1 2026. 28 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • Oasis Advisors held 19,041 shares of Eaton Vance Short Duration Municipal Income ETF worth $936K as of Q3 2026.
  • Oasis Advisors bought 3,914 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $196K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.39% of Oasis Advisors's portfolio in Q3 2026, its #41 holding.
  • Oasis Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Oasis Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $3.48M in Q1 2026.
  • 28 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.