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Allworth Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Allworth Financial’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20K Sell
2,133
-2,241
-51% -$21K ﹤0.01% 3201
2026
Q1 		$41.3K Buy
4,374
+9
+0.2% +$88 ﹤0.01% 2470
2025
Q4 		$43.3K Buy
4,365
+9
+0.2% +$90 ﹤0.01% 2296
2025
Q3 		$44.2K Buy
4,356
+8
+0.2% +$82 ﹤0.01% 2184
2025
Q2 		$44.6K Buy
4,348
+1,406
+48% +$13.9K ﹤0.01% 2017
2025
Q1 		$28.7K Sell
2,942
-17
-0.6% -$172 ﹤0.01% 1857
2024
Q4 		$30K Buy
2,959
+12
+0.4% +$123 ﹤0.01% 1845
2024
Q3 		$31K Buy
2,947
+6
+0.2% +$60 ﹤0.01% 1641
2024
Q2 		$28.4K Buy
2,941
+12
+0.4% +$116 ﹤0.01% 1656
2024
Q1 		$28.6K Buy
2,929
+679
+30% +$6.63K ﹤0.01% 1565
2023
Q4 		$21.6K Sell
2,250
-1,100
-33% -$10K ﹤0.01% 1601
2023
Q3 		$30.3K Hold
3,350
– – ﹤0.01% 1307
2023
Q2 		$31.4K Hold
3,350
– – ﹤0.01% 1303
2023
Q1 		$33K Hold
3,350
– – ﹤0.01% 1234
2022
Q4 		$31.5K Hold
3,350
– – ﹤0.01% 1188
2022
Q3 		$31K Buy
3,350
+130
+4% +$1.36K ﹤0.01% 1121
2022
Q2 		$33K Hold
3,220
– – ﹤0.01% 1048
2022
Q1 		$38K Hold
3,220
– – ﹤0.01% 990
2021
Q4 		$42K Hold
3,220
– – ﹤0.01% 890
2021
Q3 		$42K Hold
3,220
– – ﹤0.01% 821
2021
Q2 		$43K Buy
3,220
+970
+43% +$12.5K ﹤0.01% 657
2021
Q1 		$28K Buy
+2,250
New +$28.3K ﹤0.01% 701
2020
Q2 		– Sell
-2,250
Closed -$24K – 1235
2020
Q1 		$24K Buy
+2,250
New +$27.9K ﹤0.01% 528
2017
Q2 		– Sell
-258
Closed -$4K – 760
2017
Q1 		$4K Buy
+258
New +$3.61K ﹤0.01% 557

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Allworth Financial's EVV Position: Q2 2026 in Review

Allworth Financial reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 51% in Q2 2026, selling an estimated $21K and leaving 2,133 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Allworth Financial first reported a position in EVV in Q1 2017 and has held it in 24 quarters since. The position peaked at $44.6K in Q2 2025. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Allworth Financial held 2,133 shares of Eaton Vance Limited Duration Income Fund worth $20K as of Q2 2026.
  • Allworth Financial sold 2,241 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $21K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3201 holding.
  • Allworth Financial first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2017 and has held it in 24 quarters since.
  • Allworth Financial's Eaton Vance Limited Duration Income Fund position peaked at $44.6K in Q2 2025.
  • 144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.