Panoramic Investment Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Panoramic Investment Advisors’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 Q1	$952K	Buy	18,968 +309	+2%	+$15.6K	0.51%	51
2025 Q4	$940K	Buy	18,659 +231	+1%	+$11.6K	0.51%	50
2025 Q3	$929K	Buy	18,428 +1,011	+6%	+$50.9K	0.52%	47
2025 Q2	$871K	Buy	17,417 +2,529	+17%	+$126K	0.53%	46
2025 Q1	$742K	Buy	14,888 +1,038	+7%	+$51.9K	0.5%	47
2024 Q4	$691K	Buy	13,850 +6,190	+81%	+$310K	0.45%	52
2024 Q3	$385K	Buy	+7,660	New	+$384K	0.27%	80

Other funds holding EVSM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Panoramic Investment Advisors's EVSM Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 1.7% in Q1 2026, buying an estimated $15.6K and bringing the position to 18,968 shares worth $952K. The position accounts for 0.51% of the portfolio, ranked #51.

Panoramic Investment Advisors first reported a position in EVSM in Q3 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

Panoramic Investment Advisors held 18,968 shares of Eaton Vance Short Duration Municipal Income ETF worth $952K as of Q1 2026.
Panoramic Investment Advisors bought 309 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $15.6K.
Eaton Vance Short Duration Municipal Income ETF made up 0.51% of Panoramic Investment Advisors's portfolio in Q1 2026, its #51 holding.
Panoramic Investment Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.