Osaic Holdings
EVSM icon

Osaic Holdings’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Osaic Holdings’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
Q2 		$6.24M Buy
124,112
+16,794
+16% +$845K 0.01% 1360
2026
Q1 		$5.39M Buy
107,318
+27,926
+35% +$1.41M 0.01% 1314
2025
Q4 		$4M Buy
79,392
+11,236
+16% +$566K 0.01% 1539
2025
Q3 		$3.44M Buy
68,156
+11,733
+21% +$590K ﹤0.01% 1756
2025
Q2 		$2.82M Buy
56,423
+10,424
+23% +$519K 0.01% 1638
2025
Q1 		$2.29M Buy
45,999
+31,722
+222% +$1.59M 0.01% 1559
2024
Q4 		$712K Buy
14,277
+3,499
+32% +$175K ﹤0.01% 2477
2024
Q3 		$542K Buy
+10,778
New +$540K ﹤0.01% 2797

Other funds holding EVSM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Osaic Holdings's EVSM Position: Q2 2026 in Review

Osaic Holdings increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 16% in Q2 2026, buying an estimated $845K and bringing the position to 124,112 shares worth $6.24M. The position accounts for 0.01% of the portfolio, ranked #1360.

Osaic Holdings first reported a position in EVSM in Q3 2024 and has held it in 8 quarters since. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Osaic Holdings held 124,112 shares of Eaton Vance Short Duration Municipal Income ETF worth $6.24M as of Q2 2026.
  • Osaic Holdings bought 16,794 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $845K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1360 holding.
  • Osaic Holdings first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.