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Wealthcare Advisory Partners’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Wealthcare Advisory Partners’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 		$1.52M Buy
30,244
+7,133
+31% +$359K 0.03% 411
2026
Q1 		$1.16M Buy
23,111
+103
+0.4% +$5.21K 0.02% 479
2025
Q4 		$1.16M Buy
23,008
+1,699
+8% +$85.6K 0.02% 472
2025
Q3 		$1.07M Buy
+21,309
New +$1.07M 0.02% 488

Other funds holding EVSM

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
GPW
Genesis Private Wealth Ashburn, Virginia $356M AUM 17.87% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
LWM
Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Wealthcare Advisory Partners's EVSM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 31% in Q2 2026, buying an estimated $359K and bringing the position to 30,244 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #411.

Wealthcare Advisory Partners first reported a position in EVSM in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Wealthcare Advisory Partners held 30,244 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.52M as of Q2 2026.
  • Wealthcare Advisory Partners bought 7,133 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $359K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.03% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #411 holding.
  • Wealthcare Advisory Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.