RA
EVSD

Rise Advisors’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Rise Advisors’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
2025
Q3 		– Sell
-406
Closed -$20.8K – 1624
2025
Q2 		$20.8K Hold
406
– – 0.01% 518
2025
Q1 		$20.6K Hold
406
– – 0.01% 483
2024
Q4 		$20.5K Hold
406
– – 0.01% 636
2024
Q3 		$20.7K Buy
+406
New +$20.5K 0.01% 662

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vestor Capital Chicago, Illinois $1.38B AUM 39.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
PTP
Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
NRG
Nemes Rush Group Novi, Michigan $1.05B AUM 30.08% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Rise Advisors's EVSD Position: Q3 2025 in Review

Rise Advisors sold out of Eaton Vance Short Duration Income ETF (EVSD) in Q3 2025, closing a stake of 406 shares — an estimated $20.8K sold.

Rise Advisors first reported a position in EVSD in Q3 2024 and held it in 4 quarters. The position peaked at $20.8K in Q2 2025. 51 funds tracked by Wall St. Rank hold EVSD as of Q3 2025.

  • Rise Advisors reported no remaining Eaton Vance Short Duration Income ETF position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 406 Eaton Vance Short Duration Income ETF shares in Q3 2025, an estimated $20.8K.
  • Rise Advisors first reported a position in Eaton Vance Short Duration Income ETF in Q3 2024 and held it in 4 quarters.
  • Rise Advisors's Eaton Vance Short Duration Income ETF position peaked at $20.8K in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.