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Principal Securities’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-399
Closed -$20.1K – 3592
2025
Q3 		$20.1K Buy
+399
New +$20.1K ﹤0.01% 2396

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
SB
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
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Principal Securities's EVSM Position: Q4 2025 in Review

Principal Securities sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q4 2025, closing a stake of 399 shares — an estimated $20.1K sold.

Principal Securities first reported a position in EVSM in Q3 2025 and held it in 1 quarter. The position peaked at $20.1K in Q3 2025. 75 funds tracked by Wall St. Rank hold EVSM as of Q4 2025.

  • Principal Securities reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 399 Eaton Vance Short Duration Municipal Income ETF shares in Q4 2025, an estimated $20.1K.
  • Principal Securities first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and held it in 1 quarter.
  • Principal Securities's Eaton Vance Short Duration Municipal Income ETF position peaked at $20.1K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.