Stronghold Wealth Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Stronghold Wealth Management’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	$304K	Buy	+6,175	New	+$309K	0.42%	74

Other funds holding EVSM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Oasis Advisors Forest City, Iowa $238M AUM 11% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Stronghold Wealth Management's EVSM Position: Q3 2026 in Review

Stronghold Wealth Management opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q3 2026: 6,175 shares worth $304K. The stake represents 0.42% of the portfolio and ranks #74 among its holdings.

10 funds tracked by Wall St. Rank hold EVSM as of Q3 2026.

Stronghold Wealth Management held 6,175 shares of Eaton Vance Short Duration Municipal Income ETF worth $304K as of Q3 2026.
Eaton Vance Short Duration Municipal Income ETF was a new Stronghold Wealth Management position in Q3 2026.
Eaton Vance Short Duration Municipal Income ETF made up 0.42% of Stronghold Wealth Management's portfolio in Q3 2026, its #74 holding.
10 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q3 2026.

Based on Stronghold Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.