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Prism Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Prism 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
Q3 		$16.7M Buy
333,565
+21,584
+7% +$1.09M 4.18% 9
2026
Q2 		$15.9M Buy
311,981
+13,002
+4% +$663K 3.85% 9
2026
Q1 		$15.2M Buy
+298,979
New +$15.4M 4.07% 10

Other funds holding EVSD

OWA
Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
NFP
NorthLanding Financial Partners Rochester, New York $143M AUM 11.44% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prism Advisors's EVSD Position: Q3 2026 in Review

Prism Advisors increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 6.9% in Q3 2026, buying an estimated $1.09M and bringing the position to 333,565 shares worth $16.7M. The position accounts for 4.18% of the portfolio, ranked #9.

Prism Advisors first reported a position in EVSD in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold EVSD as of Q3 2026.

  • Prism Advisors held 333,565 shares of Eaton Vance Short Duration Income ETF worth $16.7M as of Q3 2026.
  • Prism Advisors bought 21,584 Eaton Vance Short Duration Income ETF shares in Q3 2026, an estimated $1.09M.
  • Eaton Vance Short Duration Income ETF made up 4.18% of Prism Advisors's portfolio in Q3 2026, its #9 holding.
  • Prism Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2026.

Based on Prism Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.