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
Q2 		$1.97M Hold
38,822
– – 0.43% 28
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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Opal Wealth Advisors's EVSD Position: Q2 2026 in Review

Opal Wealth Advisors held its Eaton Vance Short Duration Income ETF (EVSD) position steady in Q2 2026 at 38,822 shares worth $1.97M. The position accounts for 0.43% of the portfolio, ranked #28.

Opal Wealth Advisors first reported a position in EVSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.98M in Q1 2026. 86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Opal Wealth Advisors held 38,822 shares of Eaton Vance Short Duration Income ETF worth $1.97M as of Q2 2026.
  • Opal Wealth Advisors left its Eaton Vance Short Duration Income ETF share count unchanged in Q2 2026.
  • Eaton Vance Short Duration Income ETF made up 0.43% of Opal Wealth Advisors's portfolio in Q2 2026, its #28 holding.
  • Opal Wealth Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Opal Wealth Advisors's Eaton Vance Short Duration Income ETF position peaked at $1.98M in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.