Old Mission Capital’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Old Mission Capital’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	–	Sell	-41,454	Closed	-$2.08M	–	1397
2026 Q1	$2.08M	Sell	41,454 -4,110	-9%	-$208K	0.03%	226
2025 Q4	$2.3M	Buy	+45,564	New	+$2.3M	0.05%	184
2025 Q2	–	Sell	-9,800	Closed	-$488K	–	1361
2025 Q1	$488K	Sell	9,800 -5,472	-36%	-$274K	0.01%	618
2024 Q4	$761K	Buy	+15,272	New	+$765K	0.01%	467

Other funds holding EVSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Old Mission Capital's EVSM Position: Q2 2026 in Review

Old Mission Capital sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026, closing a stake of 41,454 shares — an estimated $2.08M sold.

Old Mission Capital first reported a position in EVSM in Q4 2024 and held it in 4 quarters. The position peaked at $2.3M in Q4 2025. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

Old Mission Capital reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
Old Mission Capital sold 41,454 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $2.08M.
Old Mission Capital first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and held it in 4 quarters.
Old Mission Capital's Eaton Vance Short Duration Municipal Income ETF position peaked at $2.3M in Q4 2025.
105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.