&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 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 $1.66T 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

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 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

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

&Partners's EVSM Position: Q1 2026 in Review

&Partners increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 17% in Q1 2026, buying an estimated $1.78M and bringing the position to 243,867 shares worth $12.3M. The position accounts for 0.06% of the portfolio, ranked #285.

&Partners 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.

&Partners held 243,867 shares of Eaton Vance Short Duration Municipal Income ETF worth $12.3M as of Q1 2026.
&Partners bought 35,245 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $1.78M.
Eaton Vance Short Duration Municipal Income ETF made up 0.06% of &Partners's portfolio in Q1 2026, its #285 holding.
&Partners 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.