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Tower Wealth Partners’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Tower Wealth Partners’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
2025
Q4 		– Sell
-9,455
Closed -$477K – 97
2025
Q3 		$477K Hold
9,455
– – 0.26% 45
2025
Q2 		$473K Buy
9,455
+54
+0.6% +$2.69K 0.28% 37
2025
Q1 		$469K Hold
9,401
– – 0.25% 40
2024
Q4 		$469K Buy
9,401
+611
+7% +$30.6K 0.25% 37
2024
Q3 		$442K Buy
8,790
+62
+0.7% +$3.11K 0.26% 38
2024
Q2 		$433K Buy
+8,728
New +$434K 0.27% 35

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $333M AUM 14.3% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Tower Wealth Partners's EVSM Position: Q4 2025 in Review

Tower Wealth Partners sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q4 2025, closing a stake of 9,455 shares — an estimated $477K sold.

Tower Wealth Partners first reported a position in EVSM in Q2 2024 and held it in 6 quarters. The position peaked at $477K in Q3 2025. 75 funds tracked by Wall St. Rank hold EVSM as of Q4 2025.

  • Tower Wealth Partners reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q4 2025 after selling out during the quarter.
  • Tower Wealth Partners sold 9,455 Eaton Vance Short Duration Municipal Income ETF shares in Q4 2025, an estimated $477K.
  • Tower Wealth Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2024 and held it in 6 quarters.
  • Tower Wealth Partners's Eaton Vance Short Duration Municipal Income ETF position peaked at $477K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q4 2025.

Based on Tower Wealth Partners's 13F filing for Q4 2025, filed 16 Jan 2026.