Ameritas Advisory Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-5,420	Closed	-$55K	–	1286
2025 Q3	$55K	Sell	5,420 -30	-0.6%	-$306	﹤0.01%	1048
2025 Q2	$55.9K	Buy	+5,450	New	+$53.9K	﹤0.01%	1253
2023 Q2	–	Sell	-7,114	Closed	-$70.1K	–	1153
2023 Q1	$70.1K	Sell	7,114 -6,925	-49%	-$69.5K	﹤0.01%	1133
2022 Q4	$132K	Buy	+14,039	New	+$136K	0.01%	852

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

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

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

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

Ameritas Advisory Services's EVV Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2025, closing a stake of 5,420 shares — an estimated $55K sold.

Ameritas Advisory Services first reported a position in EVV in Q4 2022 and held it in 4 quarters. The position peaked at $132K in Q4 2022. 146 funds tracked by Wall St. Rank hold EVV as of Q4 2025.

Ameritas Advisory Services reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 5,420 Eaton Vance Limited Duration Income Fund shares in Q4 2025, an estimated $55K.
Ameritas Advisory Services first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and held it in 4 quarters.
Ameritas Advisory Services's Eaton Vance Limited Duration Income Fund position peaked at $132K in Q4 2022.
146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.