Wealth Enhancement Advisory Services
EVSM icon

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

Wealth Enhancement Advisory Services’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 		– Sell
-6,489
Closed -$327K – 3896
2025
Q4 		$327K Sell
6,489
-82
-1% -$4.13K ﹤0.01% 2845
2025
Q3 		$331K Buy
6,571
+521
+9% +$26.2K ﹤0.01% 2700
2025
Q2 		$302K Buy
+6,050
New +$301K ﹤0.01% 2637

Other funds holding EVSM

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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
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

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

Wealth Enhancement Advisory Services sold out of Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026, closing a stake of 6,489 shares — an estimated $327K sold.

Wealth Enhancement Advisory Services first reported a position in EVSM in Q2 2025 and held it in 3 quarters. The position peaked at $331K in Q3 2025. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Eaton Vance Short Duration Municipal Income ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,489 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $327K.
  • Wealth Enhancement Advisory Services first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Eaton Vance Short Duration Municipal Income ETF position peaked at $331K in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

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