KWIAL
EVSD

Kinetic Wealth Investment Advisors LLC’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Kinetic Wealth Investment Advisors LLC’s Portfolio EVSD Stock Details EVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$571K Buy
+11,226
New +$573K 0.27% 35

Other funds holding EVSD

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $1.05B AUM 22.61% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $310M AUM
TFG
Tilson Financial Group New Providence, New Jersey $364M AUM 16.66% 1-Year Est. Return

Kinetic Wealth Investment Advisors LLC's EVSD Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in Eaton Vance Short Duration Income ETF (EVSD) in Q2 2026: 11,226 shares worth $571K. The stake represents 0.27% of the portfolio and ranks #35 among its holdings.

86 funds tracked by Wall St. Rank hold EVSD as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 11,226 shares of Eaton Vance Short Duration Income ETF worth $571K as of Q2 2026.
  • Eaton Vance Short Duration Income ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • Eaton Vance Short Duration Income ETF made up 0.27% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #35 holding.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.