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

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

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. 105 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.
105 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.