Rossby Financial
EVSM icon

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

Rossby Financial’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 		$2.4M Buy
48,810
+1,475
+3% +$73.8K 0.36% 48
2026
Q2 		$2.38M Buy
47,335
+5,711
+14% +$287K 0.44% 46
2026
Q1 		$2.09M Buy
+41,624
New +$2.11M 0.43% 47

Other funds holding EVSM

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Garrett Wealth Advisory Group
Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Tilson Financial Group
Tilson Financial Group New Providence, New Jersey $361M AUM 10.74% 1-Year Est. Return
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Certified Advisory Corp
Certified Advisory Corp Altamonte Springs, Florida $1.2B AUM 14.78% 1-Year Est. Return

Rossby Financial's EVSM Position: Q3 2026 in Review

Rossby Financial increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 3.1% in Q3 2026, buying an estimated $73.8K and bringing the position to 48,810 shares worth $2.4M. The position accounts for 0.36% of the portfolio, ranked #48.

Rossby Financial first reported a position in EVSM in Q1 2026 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

  • Rossby Financial held 48,810 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.4M as of Q3 2026.
  • Rossby Financial bought 1,475 Eaton Vance Short Duration Municipal Income ETF shares in Q3 2026, an estimated $73.8K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.36% of Rossby Financial's portfolio in Q3 2026, its #48 holding.
  • Rossby Financial first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.