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

Summit 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
Q2 		$3.42M Sell
67,820
-7,531
-10% -$379K 0.04% 456
2026
Q1 		$3.79M Buy
75,351
+9,100
+14% +$460K 0.05% 388
2025
Q4 		$3.34M Buy
66,251
+14,421
+28% +$727K 0.05% 353
2025
Q3 		$2.61M Buy
+51,830
New +$2.61M 0.04% 413

Other funds holding EVSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SB
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
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Summit Financial's EVSM Position: Q2 2026 in Review

Summit Financial reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 10% in Q2 2026, selling an estimated $379K and leaving 67,820 shares worth $3.42M. The position accounts for 0.04% of the portfolio, ranked #456.

Summit Financial first reported a position in EVSM in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.79M in Q1 2026. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Summit Financial held 67,820 shares of Eaton Vance Short Duration Municipal Income ETF worth $3.42M as of Q2 2026.
  • Summit Financial sold 7,531 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $379K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #456 holding.
  • Summit Financial first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Eaton Vance Short Duration Municipal Income ETF position peaked at $3.79M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.