OMC
EVSM icon

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
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
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 $364M AUM 16.66% 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

Old Mission Capital's EVSM Position: Q1 2026 in Review

Old Mission Capital reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 9% in Q1 2026, selling an estimated $208K and leaving 41,454 shares worth $2.08M. The position accounts for 0.03% of the portfolio, ranked #226.

Old Mission Capital first reported a position in EVSM in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.3M in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Old Mission Capital held 41,454 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.08M as of Q1 2026.
  • Old Mission Capital sold 4,110 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $208K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.03% of Old Mission Capital's portfolio in Q1 2026, its #226 holding.
  • Old Mission Capital first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and has held it in 4 quarters since.
  • Old Mission Capital's Eaton Vance Short Duration Municipal Income ETF position peaked at $2.3M in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.