Wealth Enhancement Advisory Services’s Eaton Vance Ultra-Short Income ETF EVSB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EVSB Stock Details EVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,712,662	Closed	-$87.2M	–	3680
2025 Q4	$87.2M	Buy	1,712,662 +7,022	+0.4%	+$358K	0.12%	156
2025 Q3	$87M	Sell	1,705,640 -19,599	-1%	-$999K	0.13%	148
2025 Q2	$87.7M	Buy	1,725,239 +44,068	+3%	+$2.24M	0.15%	139
2025 Q1	$85.4M	Buy	1,681,171 +118,137	+8%	+$6.01M	0.16%	120
2024 Q4	$79.2M	Buy	1,563,034 +1,364,155	+686%	+$69.2M	0.15%	134
2024 Q3	$10.1M	Sell	198,879 -84,600	-30%	-$4.29M	0.02%	509
2024 Q2	$14.3M	Buy	283,479 +20,699	+8%	+$1.05M	0.03%	398
2024 Q1	$13.2M	Buy	+262,780	New	+$13.3M	0.03%	400

Other funds holding EVSB

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $364M AUM 27.64% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's EVSB Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Eaton Vance Ultra-Short Income ETF (EVSB) in Q1 2026, closing a stake of 1,712,662 shares — an estimated $87.2M sold.

Wealth Enhancement Advisory Services first reported a position in EVSB in Q1 2024 and held it in 8 quarters. The position peaked at $87.7M in Q2 2025. 17 funds tracked by Wall St. Rank hold EVSB as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Eaton Vance Ultra-Short Income ETF position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 1,712,662 Eaton Vance Ultra-Short Income ETF shares in Q1 2026, an estimated $87.2M.
Wealth Enhancement Advisory Services first reported a position in Eaton Vance Ultra-Short Income ETF in Q1 2024 and held it in 8 quarters.
Wealth Enhancement Advisory Services's Eaton Vance Ultra-Short Income ETF position peaked at $87.7M in Q2 2025.
17 funds tracked by Wall St. Rank held Eaton Vance Ultra-Short Income ETF as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.