QWM
EVSM icon

Quadcap Wealth Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Quadcap Wealth 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
Q1 		$884K Sell
17,623
-1,832
-9% -$92.7K 0.1% 174
2025
Q4 		$959K Sell
19,455
-34
-0.2% -$1.71K 0.11% 165
2025
Q3 		$983K Sell
19,489
-2,140
-10% -$108K 0.12% 163
2025
Q2 		$1.08M Sell
21,629
-1,505
-7% -$74.9K 0.14% 141
2025
Q1 		$1.15M Buy
23,134
+7,226
+45% +$361K 0.17% 122
2024
Q4 		$793K Buy
15,908
+5,616
+55% +$281K 0.12% 167
2024
Q3 		$517K Buy
+10,292
New +$516K 0.08% 242

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $364M AUM 16.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Quadcap Wealth Management's EVSM Position: Q1 2026 in Review

Quadcap Wealth Management reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 9.4% in Q1 2026, selling an estimated $92.7K and leaving 17,623 shares worth $884K. The position accounts for 0.1% of the portfolio, ranked #174.

Quadcap Wealth Management first reported a position in EVSM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Quadcap Wealth Management held 17,623 shares of Eaton Vance Short Duration Municipal Income ETF worth $884K as of Q1 2026.
  • Quadcap Wealth Management sold 1,832 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $92.7K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.1% of Quadcap Wealth Management's portfolio in Q1 2026, its #174 holding.
  • Quadcap Wealth Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 7 quarters since.
  • Quadcap Wealth Management's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.15M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.