Princeton Global Asset Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Princeton Global Asset Management’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	$31.9K	Buy	634 +5	+0.8%	+$252	﹤0.01%	415
2026 Q1	$31.6K	Buy	629 +3	+0.5%	+$152	0.01%	414
2025 Q4	$31.5K	Buy	626 +6	+1%	+$302	0.01%	410
2025 Q3	$31.3K	Buy	620 +5	+0.8%	+$252	0.01%	387
2025 Q2	$30.8K	Buy	615 +5	+0.8%	+$249	0.01%	378
2025 Q1	$30.4K	Buy	610 +3	+0.5%	+$150	0.01%	356
2024 Q4	$30.3K	Buy	607 +7	+1%	+$351	0.01%	378
2024 Q3	$30.1K	Buy	+600	New	+$30.1K	0.01%	377

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 22.9% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

Princeton Global Asset Management's EVSM Position: Q2 2026 in Review

Princeton Global Asset Management increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 0.79% in Q2 2026, buying an estimated $252 and bringing the position to 634 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Princeton Global Asset Management 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.

Princeton Global Asset Management held 634 shares of Eaton Vance Short Duration Municipal Income ETF worth $31.9K as of Q2 2026.
Princeton Global Asset Management bought 5 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $252.
Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #415 holding.
Princeton Global Asset Management 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 Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.