SPIA
EVSD

Steward Partners Investment Advisory’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Steward Partners Investment Advisory’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
Q2 		$26.5K Hold
521
– – ﹤0.01% 3284
2026
Q1 		$26.5K Sell
521
-87
-14% -$4.47K ﹤0.01% 3102
2025
Q4 		$31.3K Hold
608
– – ﹤0.01% 2924
2025
Q3 		$31.3K Sell
608
-73
-11% -$3.75K ﹤0.01% 2864
2025
Q2 		$34.8K Hold
681
– – ﹤0.01% 2657
2025
Q1 		$34.6K Sell
681
-7
-1% -$355 ﹤0.01% 2562
2024
Q4 		$34.7K Sell
688
-1,224
-64% -$61.9K ﹤0.01% 2531
2024
Q3 		$97.4K Sell
1,912
-115
-6% -$5.81K ﹤0.01% 1885
2024
Q2 		$101K Buy
+2,027
New +$101K ﹤0.01% 1772

Other funds holding EVSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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 $424B AUM 22.96% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
PTP
Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Steward Partners Investment Advisory's EVSD Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Eaton Vance Short Duration Income ETF (EVSD) position steady in Q2 2026 at 521 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3284.

Steward Partners Investment Advisory first reported a position in EVSD in Q2 2024 and has held it in 9 quarters since. The position peaked at $101K in Q2 2024. 69 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Steward Partners Investment Advisory held 521 shares of Eaton Vance Short Duration Income ETF worth $26.5K as of Q2 2026.
  • Steward Partners Investment Advisory left its Eaton Vance Short Duration Income ETF share count unchanged in Q2 2026.
  • Eaton Vance Short Duration Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3284 holding.
  • Steward Partners Investment Advisory first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's Eaton Vance Short Duration Income ETF position peaked at $101K in Q2 2024.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.