Waverly Advisors’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Waverly 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 Q2	$314K	Buy	+6,235	New	+$314K	﹤0.01%	1395

Other funds holding EVSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

&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

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

Waverly Advisors's EVSM Position: Q2 2026 in Review

Waverly Advisors opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 6,235 shares worth $314K. The stake represents ﹤0.01% of the portfolio and ranks #1395 among its holdings.

105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

Waverly Advisors held 6,235 shares of Eaton Vance Short Duration Municipal Income ETF worth $314K as of Q2 2026.
Eaton Vance Short Duration Municipal Income ETF was a new Waverly Advisors position in Q2 2026.
Eaton Vance Short Duration Municipal Income ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1395 holding.
105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.