PIWA
EVSD

Prevail Innovative Wealth Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.17M Buy
121,407
+77,859
+179% +$3.97M 0.92% 38
2026
Q1 		$2.22M Sell
43,548
-14,138
-25% -$727K 0.37% 92
2025
Q4 		$2.97M Sell
57,686
-2,080
-3% -$107K 0.53% 71
2025
Q3 		$3.07M Buy
59,766
+4,015
+7% +$206K 0.6% 54
2025
Q2 		$2.85M Buy
+55,751
New +$2.84M 0.64% 51

Other funds holding EVSD

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
CTA
Clear Trail Advisors Houston, Texas $655M AUM
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Prevail Innovative Wealth Advisors's EVSD Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 179% in Q2 2026, buying an estimated $3.97M and bringing the position to 121,407 shares worth $6.17M. The position accounts for 0.92% of the portfolio, ranked #38.

Prevail Innovative Wealth Advisors first reported a position in EVSD in Q2 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Prevail Innovative Wealth Advisors held 121,407 shares of Eaton Vance Short Duration Income ETF worth $6.17M as of Q2 2026.
  • Prevail Innovative Wealth Advisors bought 77,859 Eaton Vance Short Duration Income ETF shares in Q2 2026, an estimated $3.97M.
  • Eaton Vance Short Duration Income ETF made up 0.92% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.