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 Q2	$657K	Sell	13,054 -4,569	-26%	-$230K	0.06%	236
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

&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

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

Quadcap Wealth Management's EVSM Position: Q2 2026 in Review

Quadcap Wealth Management reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 26% in Q2 2026, selling an estimated $230K and leaving 13,054 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #236.

Quadcap Wealth Management first reported a position in EVSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.15M in Q1 2025. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

Quadcap Wealth Management held 13,054 shares of Eaton Vance Short Duration Municipal Income ETF worth $657K as of Q2 2026.
Quadcap Wealth Management sold 4,569 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $230K.
Eaton Vance Short Duration Municipal Income ETF made up 0.06% of Quadcap Wealth Management's portfolio in Q2 2026, its #236 holding.
Quadcap Wealth Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 8 quarters since.
Quadcap Wealth Management's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.15M in Q1 2025.
105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.