U.S. Capital Wealth Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

U.S. Capital Wealth Advisors’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	$2.46M	Buy	49,017 +778	+2%	+$39.3K	0.06%	298
2025 Q4	$2.43M	Buy	48,239 +3,410	+8%	+$172K	0.06%	295
2025 Q3	$2.26M	Buy	44,829 +39,331	+715%	+$1.98M	0.06%	305
2025 Q2	$275K	Buy	+5,498	New	+$274K	0.01%	746

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 $377B AUM 19.32% 1-Year Est. Return

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

&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

U.S. Capital Wealth Advisors's EVSM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 1.6% in Q1 2026, buying an estimated $39.3K and bringing the position to 49,017 shares worth $2.46M. The position accounts for 0.06% of the portfolio, ranked #298.

U.S. Capital Wealth Advisors first reported a position in EVSM in Q2 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

U.S. Capital Wealth Advisors held 49,017 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.46M as of Q1 2026.
U.S. Capital Wealth Advisors bought 778 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $39.3K.
Eaton Vance Short Duration Municipal Income ETF made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #298 holding.
U.S. Capital Wealth Advisors first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.