Orion Portfolio Solutions’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$743K	Buy	+14,904	New	+$745K	0.01%	1223

Other funds holding EVSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

QWM

Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Orion Portfolio Solutions's EVSM Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2025: 14,904 shares worth $743K. The stake represents 0.01% of the portfolio and ranks #1223 among its holdings.

31 funds tracked by Wall St. Rank hold EVSM as of Q1 2025.

Orion Portfolio Solutions held 14,904 shares of Eaton Vance Short Duration Municipal Income ETF worth $743K as of Q1 2025.
Eaton Vance Short Duration Municipal Income ETF was a new Orion Portfolio Solutions position in Q1 2025.
Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1223 holding.
31 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.