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Valmark Advisers’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Valmark Advisers’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 		$1.21M Buy
24,154
+19,269
+394% +$975K 0.01% 324
2025
Q4 		$246K Buy
4,885
+48
+1% +$2.42K ﹤0.01% 596
2025
Q3 		$244K Buy
+4,837
New +$243K ﹤0.01% 602

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 $333M AUM 14.3% 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

Valmark Advisers's EVSM Position: Q1 2026 in Review

Valmark Advisers increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 394% in Q1 2026, buying an estimated $975K and bringing the position to 24,154 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #324.

Valmark Advisers first reported a position in EVSM in Q3 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Valmark Advisers held 24,154 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.21M as of Q1 2026.
  • Valmark Advisers bought 19,269 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $975K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #324 holding.
  • Valmark Advisers first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.