UBS Group

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return