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Western Wealth Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

Western Wealth Management’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 		$357K Buy
+7,100
New +$357K 0.01% 775

Other funds holding EVSM

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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

Western Wealth Management's EVSM Position: Q2 2026 in Review

Western Wealth Management opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q2 2026: 7,100 shares worth $357K. The stake represents 0.01% of the portfolio and ranks #775 among its holdings.

105 funds tracked by Wall St. Rank hold EVSM as of Q2 2026.

  • Western Wealth Management held 7,100 shares of Eaton Vance Short Duration Municipal Income ETF worth $357K as of Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF was a new Western Wealth Management position in Q2 2026.
  • Eaton Vance Short Duration Municipal Income ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #775 holding.
  • 105 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.