PAG
EVSD

Private Advisor Group’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Private Advisor Group’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
Q1 		$6.27M Buy
123,004
+1,058
+0.9% +$54.4K 0.03% 554
2025
Q4 		$6.27M Buy
121,946
+34,930
+40% +$1.8M 0.03% 537
2025
Q3 		$4.47M Buy
87,016
+25,233
+41% +$1.3M 0.02% 667
2025
Q2 		$3.16M Buy
61,783
+11,337
+22% +$577K 0.02% 755
2025
Q1 		$2.56M Buy
50,446
+11,339
+29% +$575K 0.02% 791
2024
Q4 		$1.97M Buy
+39,107
New +$1.98M 0.01% 890

Other funds holding EVSD

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Private Advisor Group's EVSD Position: Q1 2026 in Review

Private Advisor Group increased its Eaton Vance Short Duration Income ETF (EVSD) stake by 0.87% in Q1 2026, buying an estimated $54.4K and bringing the position to 123,004 shares worth $6.27M. The position accounts for 0.03% of the portfolio, ranked #554.

Private Advisor Group first reported a position in EVSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.27M in Q4 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Private Advisor Group held 123,004 shares of Eaton Vance Short Duration Income ETF worth $6.27M as of Q1 2026.
  • Private Advisor Group bought 1,058 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $54.4K.
  • Eaton Vance Short Duration Income ETF made up 0.03% of Private Advisor Group's portfolio in Q1 2026, its #554 holding.
  • Private Advisor Group first reported a position in Eaton Vance Short Duration Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Private Advisor Group's Eaton Vance Short Duration Income ETF position peaked at $6.27M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.