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

Steward Partners Investment Advisory’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 Q1	$196K	Hold	3,900	–	–	﹤0.01%	2029
2025 Q4	$196K	Buy	+3,900	New	+$197K	﹤0.01%	1944

Other funds holding EVSM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

TFG

Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Steward Partners Investment Advisory's EVSM Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Eaton Vance Short Duration Municipal Income ETF (EVSM) position steady in Q1 2026 at 3,900 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Steward Partners Investment Advisory first reported a position in EVSM in Q4 2025 and has held it in 2 quarters since. The position peaked at $196K in Q4 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

Steward Partners Investment Advisory held 3,900 shares of Eaton Vance Short Duration Municipal Income ETF worth $196K as of Q1 2026.
Steward Partners Investment Advisory left its Eaton Vance Short Duration Municipal Income ETF share count unchanged in Q1 2026.
Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2029 holding.
Steward Partners Investment Advisory first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2025 and has held it in 2 quarters since.
Steward Partners Investment Advisory's Eaton Vance Short Duration Municipal Income ETF position peaked at $196K in Q4 2025.
93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.