UBS Group
EVSM icon

UBS Group’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

UBS Group’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 		– Sell
-50
Closed -$2.51K – 11156
2026
Q1 		$2.51K Buy
+50
New +$2.53K ﹤0.01% 9262
2025
Q3 		– Sell
-2,542
Closed -$127K – 11067
2025
Q2 		$127K Buy
2,542
+1,980
+352% +$98.5K ﹤0.01% 7035
2025
Q1 		$28K Buy
562
+553
+6,144% +$27.7K ﹤0.01% 7995
2024
Q4 		$449 Buy
+9
New +$451 ﹤0.01% 9468

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

UBS Group's EVSM Position: Q2 2026 in Review

UBS Group sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026, closing a stake of 50 shares — an estimated $2.51K sold.

UBS Group first reported a position in EVSM in Q4 2024 and held it in 4 quarters. The position peaked at $127K in Q2 2025. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • UBS Group reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 50 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $2.51K.
  • UBS Group first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q4 2024 and held it in 4 quarters.
  • UBS Group's Eaton Vance Short Duration Municipal Income ETF position peaked at $127K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.