Princeton Global Asset Management LLC EVSM — EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF

Ownership history in Princeton Global Asset Management LLC  ·  8 quarters on record

AI Ownership Summary

Princeton Global Asset Management LLC reported EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF (EVSM) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows EVSM at 0.00% 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 EVSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Princeton Global Asset Management LLC's position in EATON VANCE SHORT DURATION MUNICIPAL INCOME 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
2026 Q2

EVSM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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 2026 Q2

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.

EVSM stock page Princeton Global Asset Management LLC fund profile Princeton Global Asset Management LLC full holdings
How Princeton Global Asset Management LLC held EVSM — position size vs. price
% of Fund (quarterly)    EVSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 634 +5 +0.8% 0.00% $32K 2026-07-16 $50.26
2026 Q1 ADDED — — — 629 +3 +0.5% 0.01% $32K 2026-04-22 $50.01
2025 Q4 ADDED — — — 626 +6 +1.0% 0.01% $32K 2026-01-20 $49.83
2025 Q3 ADDED — — — 620 +5 +0.8% 0.01% $31K 2025-10-09 $49.31
2025 Q2 ADDED — — — 615 +5 +0.8% 0.01% $31K 2025-07-30 $48.75
2025 Q1 ADDED — — — 610 +3 +0.5% 0.01% $30K 2025-04-11 $47.51
2024 Q4 ADDED — — — 607 +7 +1.2% 0.01% $30K 2025-01-24 $47.68
2024 Q3 INITIATED — — — 600 — — 0.01% $30K 2024-10-29 $47.44

🏢 Other funds also holding EVSM

As of 2026 Q2 — sorted by position size

Sunflower Bank, N.A. 3Y 2.37% GENESIS PRIVATE WEALTH, LLC 0.18% Financial Solutions Advisory Group, Inc. 0.09% Farther Finance Advisors, LLC 0.08% Lakeridge Wealth Management LLC 0.07% Whitaker-Myers Wealth Managers, LTD. 3Y 0.06% Dynamic Advisor Solutions LLC 3Y 7Y 0.05% Wealthcare Advisory Partners LLC 3Y 7Y 0.03% DAVENPORT & Co LLC 3Y 7Y 0.0%

FAQ About Princeton Global Asset Management LLC and EVSM

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

How long has Princeton Global Asset Management LLC reported owning EVSM?

Princeton Global Asset Management LLC reported EVSM across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported EVSM position in Princeton Global Asset Management LLC's portfolio?

The largest reported portfolio weight for EVSM was 0.01% in 2025 Q1.

What is the latest reported EVSM position on this page?

The most recent filing on this page is 2026 Q2, when Princeton Global Asset Management LLC reported 634 shares, equal to 0.00% of portfolio, with an estimated market value of $32K.

What does the chart on this EVSM ownership page compare?

The chart compares Princeton Global Asset Management LLC's quarterly EVSM 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.

How well did Princeton Global Asset Management LLC time their EVSM position?

Based on 13F filing dates vs. subsequent EVSM price moves, Princeton Global Asset Management LLC correctly timed 6 out of 7 reported position changes (86%). The annualised alpha on EVSM relative to SPY over the holding period was -11.9%.

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