&Partners’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

&Partners’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	$13.5M	Buy	267,880 +24,013	+10%	+$1.21M	0.06%	311
2026 Q1	$12.3M	Buy	243,867 +35,245	+17%	+$1.78M	0.06%	285
2025 Q4	$10.5M	Buy	208,622 +21,211	+11%	+$1.07M	0.06%	297
2025 Q3	$9.5M	Buy	187,411 +38,711	+26%	+$1.95M	0.06%	273
2025 Q2	$7.44M	Buy	148,700 +42,953	+41%	+$2.14M	0.06%	287
2025 Q1	$5.31M	Buy	105,747 +24,875	+31%	+$1.24M	0.06%	284
2024 Q4	$4.04M	Buy	80,872 +33,835	+72%	+$1.69M	0.05%	316
2024 Q3	$2.38M	Buy	+47,037	New	+$2.36M	0.05%	335

Other funds holding EVSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

DPI

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

&Partners's EVSM Position: Q2 2026 in Review

&Partners increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 9.8% in Q2 2026, buying an estimated $1.21M and bringing the position to 267,880 shares worth $13.5M. The position accounts for 0.06% of the portfolio, ranked #311.

&Partners 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.

&Partners held 267,880 shares of Eaton Vance Short Duration Municipal Income ETF worth $13.5M as of Q2 2026.
&Partners bought 24,013 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $1.21M.
Eaton Vance Short Duration Municipal Income ETF made up 0.06% of &Partners's portfolio in Q2 2026, its #311 holding.
&Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.