Opal Wealth Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Opal Wealth Advisors’s Portfolio EVSD Stock Details EVSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.91M	Buy	98,619 +59,797	+154%	+$3.03M	1.02%	16
2026 Q2	$1.97M	Hold	38,822	–	–	0.43%	28
2026 Q1	$1.98M	Buy	38,822 +19,443	+100%	+$1000K	0.45%	26
2025 Q4	$997K	Hold	19,379	–	–	0.26%	49
2025 Q3	$996K	Buy	+19,379	New	+$995K	0.28%	45

Other funds holding EVSD

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Clear Trail Advisors Houston, Texas $657M AUM 14.3% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

NorthLanding Financial Partners Rochester, New York $143M AUM 11.44% 1-Year Est. Return

Opal Wealth Advisors's EVSD Position: Q3 2026 in Review

Opal Wealth Advisors increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 154% in Q3 2026, buying an estimated $3.03M and bringing the position to 98,619 shares worth $4.91M. The position accounts for 1.02% of the portfolio, ranked #16.

Opal Wealth Advisors first reported a position in EVSD in Q3 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold EVSD as of Q3 2026.

Opal Wealth Advisors held 98,619 shares of Eaton Vance Short Duration Income ETF worth $4.91M as of Q3 2026.
Opal Wealth Advisors bought 59,797 Eaton Vance Short Duration Income ETF shares in Q3 2026, an estimated $3.03M.
Eaton Vance Short Duration Income ETF made up 1.02% of Opal Wealth Advisors's portfolio in Q3 2026, its #16 holding.
Opal Wealth Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2026.

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