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Providence Financial Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Providence Financial Advisors’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 		$610K Buy
+12,124
New +$610K 0.35% 24

Other funds holding EVSM

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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 $364M AUM 16.66% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Providence Financial Advisors's EVSM Position: Q2 2026 in Review

Providence Financial Advisors opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 12,124 shares worth $610K. The stake represents 0.35% of the portfolio and ranks #24 among its holdings.

105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Providence Financial Advisors held 12,124 shares of Eaton Vance Short Duration Municipal Income ETF worth $610K as of Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Providence Financial Advisors position in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.35% of Providence Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Providence Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.