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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
Q2 		$2.69M Sell
53,492
-4,904
-8% -$247K 0.85% 29
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 $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
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
P
&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
SB
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

Wealthspan Partners's EVSM Position: Q2 2026 in Review

Wealthspan Partners reduced its Eaton Vance Short Duration Municipal Income ETF (EVSM) stake by 8.4% in Q2 2026, selling an estimated $247K and leaving 53,492 shares worth $2.69M. The position accounts for 0.85% of the portfolio, ranked #29.

Wealthspan Partners first reported a position in EVSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.93M in Q1 2026. 105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Wealthspan Partners held 53,492 shares of Eaton Vance Short Duration Municipal Income ETF worth $2.69M as of Q2 2026.
  • Wealthspan Partners sold 4,904 Eaton Vance Short Duration Municipal Income ETF shares in Q2 2026, an estimated $247K.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.85% of Wealthspan Partners's portfolio in Q2 2026, its #29 holding.
  • Wealthspan Partners first reported a position in Eaton Vance Short Duration Municipal Income ETF in Q2 2025 and has held it in 5 quarters since.
  • Wealthspan Partners's Eaton Vance Short Duration Municipal Income ETF position peaked at $2.93M in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.