WNY Asset Management’s Eaton Vance Short Duration Municipal Income ETF EVSM Stock Holding History

WNY Asset 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 Q1	$1.07M	Buy	+21,235	New	+$1.07M	0.11%	94

Other funds holding EVSM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

WNY Asset Management's EVSM Position: Q1 2026 in Review

WNY Asset Management opened a new position in Eaton Vance Short Duration Municipal Income ETF (EVSM) in Q1 2026: 21,235 shares worth $1.07M. The stake represents 0.11% of the portfolio and ranks #94 among its holdings.

93 funds tracked by Wall St. Rank hold EVSM as of Q1 2026.

WNY Asset Management held 21,235 shares of Eaton Vance Short Duration Municipal Income ETF worth $1.07M as of Q1 2026.
Eaton Vance Short Duration Municipal Income ETF was a new WNY Asset Management position in Q1 2026.
Eaton Vance Short Duration Municipal Income ETF made up 0.11% of WNY Asset Management's portfolio in Q1 2026, its #94 holding.
93 funds tracked by Wall St. Rank held Eaton Vance Short Duration Municipal Income ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.