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

Wealthspan 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
Q1 		$2.93M Buy
58,396
+6,933
+13% +$351K 1.03% 28
2025
Q4 		$2.59M Sell
51,463
-4,107
-7% -$207K 0.94% 26
2025
Q3 		$2.8M Buy
55,570
+13,315
+32% +$670K 1.07% 25
2025
Q2 		$2.11M Buy
+42,255
New +$2.1M 0.87% 27

Other funds holding EVSM

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

Wealthspan Partners's EVSM Position: Q1 2026 in Review

Wealthspan Partners increased its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 13% in Q1 2026, buying an estimated $351K and bringing the position to 58,396 shares worth $2.93M. The position accounts for 1.03% of the portfolio, ranked #28.

Wealthspan Partners first reported a position in EVSM in Q2 2025 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

  • Wealthspan Partners held 58,396 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.93M as of Q1 2026.
  • Wealthspan Partners bought 6,933 Eaton Vance Short Duration Municipal Income ETF shares in Q1 2026, an estimated $351K.
  • Eaton Vance Short Duration Municipal Income ETF made up 1.03% of Wealthspan Partners's portfolio in Q1 2026, its #28 holding.
  • Wealthspan Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.