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 Q3	$628K	Sell	12,776 -278	-2%	-$13.9K	0.06%	232
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

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Peoples Bank (Ohio) Marietta, Ohio $217M AUM 22.04% 1-Year Est. Return

Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Quadcap Wealth Management's EVSM Position: Q3 2026 in Review

Quadcap Wealth Management reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 2.1% in Q3 2026, selling an estimated $13.9K and leaving 12,776 shares worth $628K. The position accounts for 0.06% of the portfolio, ranked #232.

Quadcap Wealth Management first reported a position in EVSM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q1 2025. 44 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

Quadcap Wealth Management held 12,776 shares of Eaton Vance Short Duration Municipal Income ETF worth $628K as of Q3 2026.
Quadcap Wealth Management sold 278 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $13.9K.
Eaton Vance Short Duration Municipal Income ETF made up 0.06% of Quadcap Wealth Management's portfolio in Q3 2026, its #232 holding.
Quadcap Wealth Management first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2024 and has held it in 9 quarters since.
Quadcap Wealth Management's Eaton Vance Short Duration Municipal Income ETF position peaked at $1.15M in Q1 2025.
44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Quadcap Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.