Waverly Advisors, LLC
Position in EVSD — Eaton Vance Short Duration Income ETF
CIK 1568787
BIRMINGHAM, AL
Position in EVSD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,284,800
-$180,756 QoQ
Shares Held
103,919
-3.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#9
of 33 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in EVSD Over Time
Shares Held
Position Value (USD)
All Filings in EVSD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,284,800 | 103,919 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,465,556 | 107,294 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,652,358 | 109,874 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,227,253 | 121,141 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,017,387 | 137,246 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,031,653 | 158,228 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,415,481 | 186,556 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,597,993 | 247,359 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||