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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
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

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
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
MA
MBA Advisors Hermitage, Pennsylvania $297M AUM 20.52% 1-Year Est. Return

Oasis Advisors's EVSM Position: Q2 2026 in Review

Oasis Advisors reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 98% in Q2 2026, selling an estimated $41.2M and leaving 15,127 shares worth $761K. The position accounts for 0.49% of the portfolio, ranked #34.

Oasis Advisors first reported a position in EVSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.48M in Q1 2026. 37 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Oasis Advisors held 15,127 shares of Eaton Vance Short Duration Municipal Income ETF worth $761K as of Q2 2026.
  • Oasis Advisors sold 819,665 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $41.2M.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.49% of Oasis Advisors's portfolio in Q2 2026, its #34 holding.
  • Oasis Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's Eaton Vance Short Duration Municipal Income ETF position peaked at $3.48M in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.