OWA
EVSD

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
Q1 		$1.98M Buy
38,822
+19,443
+100% +$1,000K 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

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Opal Wealth Advisors's EVSD Position: Q1 2026 in Review

Opal Wealth Advisors increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 100% in Q1 2026, buying an estimated $1,000K and bringing the position to 38,822 shares worth $1.98M. The position accounts for 0.45% of the portfolio, ranked #26.

Opal Wealth Advisors first reported a position in EVSD in Q3 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Opal Wealth Advisors held 38,822 shares of Eaton Vance Short Duration Income ETF worth $1.98M as of Q1 2026.
  • Opal Wealth Advisors bought 19,443 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $1,000K.
  • Eaton Vance Short Duration Income ETF made up 0.45% of Opal Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • Opal Wealth Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.