SIM
EVSM icon

Synergy Investment Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Synergy Investment 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
Q1 		$202K Buy
+4,028
New +$204K 0.07% 133

Other funds holding EVSM

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Synergy Investment Management's EVSM Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026: 4,028 shares worth $202K. The stake represents 0.07% of the portfolio and ranks #133 among its holdings.

93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Synergy Investment Management held 4,028 shares of Eaton Vance Short Duration Municipal Income ETF worth $202K as of Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Synergy Investment Management position in Q1 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.07% of Synergy Investment Management's portfolio in Q1 2026, its #133 holding.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.