EVSB β€” MS ULTRA SHORT INCM ETF

Ownership history in Janney Montgomery Scott LLC  Β·  6 quarters on record

AI Ownership Summary

Janney Montgomery Scott LLC reported MS ULTRA SHORT INCM ETF (EVSB) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q2. The latest visible filing shows EVSB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Janney Montgomery Scott LLC's position in MS ULTRA SHORT INCM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EVSB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Janney Montgomery Scott LLC held EVSB β€” position size vs. price
% of Fund (quarterly)    EVSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 110,120 -235 -0.2% 0.01% $5.6M 2026-02-14 (Est.) $50.61
2025 Q3 ADDED 110,355 +6,699 +6.5% 0.01% $5.6M 2025-10-27 $49.87
2025 Q2 ADDED 103,656 +78,001 +304.0% 0.01% $5.3M 2025-07-17 $49.12
2025 Q1 REDUCED 25,655 -115 -0.4% 0.00% $1.3M 2025-04-17 $48.52
2024 Q4 ADDED 25,770 +3,351 +14.9% 0.00% $1.3M 2025-01-17 $47.97
2024 Q3 INITIATED 22,419 β€” β€” 0.00% $1.1M 2024-10-29 $47.43

🏒 Other funds also holding EVSB

As of 2026 Q1 β€” sorted by position size

Wealthcare Advisory Partners LLC 3Y 7Y 0.01% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Janney Montgomery Scott LLC and EVSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Janney Montgomery Scott LLC reported owning EVSB?

Janney Montgomery Scott LLC reported EVSB across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported EVSB position in Janney Montgomery Scott LLC's portfolio?

The largest reported portfolio weight for EVSB was 0.01% in 2025 Q2.

What is the latest reported EVSB position on this page?

The most recent filing on this page is 2025 Q4, when Janney Montgomery Scott LLC reported 110,120 shares, equal to 0.01% of portfolio, with an estimated market value of $5.6M.

What does the chart on this EVSB ownership page compare?

The chart compares Janney Montgomery Scott LLC's quarterly EVSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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