AlphaCore Capital’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

AlphaCore Capital’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	$112K	Sell	12,000 -18,000	-60%	-$168K	﹤0.01%	1195
2026 Q1	$284K	Sell	30,000 -15,330	-34%	-$149K	0.01%	707
2025 Q4	$449K	Buy	45,330 +982	+2%	+$9.85K	0.01%	645
2025 Q3	$450K	Buy	44,348 +946	+2%	+$9.65K	0.02%	479
2025 Q2	$445K	Buy	43,402 +8,681	+25%	+$85.8K	0.02%	398
2025 Q1	$347K	Buy	34,721 +1,213	+4%	+$12.3K	0.03%	344
2024 Q4	$327K	Buy	33,508 +1,608	+5%	+$16.4K	0.07%	164
2024 Q3	$335K	Hold	31,900	–	–	0.08%	154
2024 Q2	$311K	Buy	+31,900	New	+$308K	0.08%	147

Other funds holding EVV

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AlphaCore Capital's EVV Position: Q2 2026 in Review

AlphaCore Capital reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 60% in Q2 2026, selling an estimated $168K and leaving 12,000 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

AlphaCore Capital first reported a position in EVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $450K in Q3 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

AlphaCore Capital held 12,000 shares of Eaton Vance Limited Duration Income Fund worth $112K as of Q2 2026.
AlphaCore Capital sold 18,000 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $168K.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1195 holding.
AlphaCore Capital first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2024 and has held it in 9 quarters since.
AlphaCore Capital's Eaton Vance Limited Duration Income Fund position peaked at $450K in Q3 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.