SAI
EVSD

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

Savvy Advisors Inc’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
2026
Q1 		$616K Sell
12,102
-11,392
-48% -$586K 0.02% 593
2025
Q4 		$1.21M Buy
23,494
+18,580
+378% +$957K 0.04% 332
2025
Q3 		$253K Buy
+4,914
New +$252K 0.01% 689

Other funds holding EVSD

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

Savvy Advisors Inc's EVSD Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Eaton Vance Short Duration Income ETF (EVSD) stake by 48% in Q1 2026, selling an estimated $586K and leaving 12,102 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #593.

Savvy Advisors Inc first reported a position in EVSD in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.21M in Q4 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Savvy Advisors Inc held 12,102 shares of Eaton Vance Short Duration Income ETF worth $616K as of Q1 2026.
  • Savvy Advisors Inc sold 11,392 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $586K.
  • Eaton Vance Short Duration Income ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #593 holding.
  • Savvy Advisors Inc first reported a position in Eaton Vance Short Duration Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Eaton Vance Short Duration Income ETF position peaked at $1.21M in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.