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 Q3	$13.5M	Buy	274,565 +150,453	+121%	+$7.52M	0.02%	830
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 New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sunflower Bank Dallas, Texas $384M AUM 17.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Alongside Austin, Texas $904M AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Tilson Financial Group New Providence, New Jersey $361M AUM 10.74% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Osaic Holdings's EVSM Position: Q3 2026 in Review

Osaic Holdings increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 121% in Q3 2026, buying an estimated $7.52M and bringing the position to 274,565 shares worth $13.5M. The position accounts for 0.02% of the portfolio, ranked #830.

Osaic Holdings first reported a position in EVSM in Q3 2024 and has held it in 9 quarters since. 97 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

Osaic Holdings held 274,565 shares of Eaton Vance Short Duration Municipal Income ETF worth $13.5M as of Q3 2026.
Osaic Holdings bought 150,453 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $7.52M.
Eaton Vance Short Duration Municipal Income ETF made up 0.02% of Osaic Holdings's portfolio in Q3 2026, its #830 holding.
Osaic Holdings first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 9 quarters since.
97 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.