Wealth Enhancement Advisory Services
EVSD

Wealth Enhancement Advisory Services’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		– Sell
-10,299
Closed -$530K – 3902
2025
Q4 		$530K Buy
+10,299
New +$530K ﹤0.01% 2428

Other funds holding EVSD

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TFG
Tilson Financial Group New Providence, New Jersey $333M AUM 14.3% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM

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

Wealth Enhancement Advisory Services sold out of Eaton Vance Short Duration Income ETF (EVSD) in Q1 2026, closing a stake of 10,299 shares — an estimated $530K sold.

Wealth Enhancement Advisory Services first reported a position in EVSD in Q4 2025 and held it in 1 quarter. The position peaked at $530K in Q4 2025. 78 funds tracked by Wall St. Rank hold EVSD as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Eaton Vance Short Duration Income ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,299 Eaton Vance Short Duration Income ETF shares in Q1 2026, an estimated $530K.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance Short Duration Income ETF in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Eaton Vance Short Duration Income ETF position peaked at $530K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q1 2026.

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