Apollon Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Apollon Wealth Management’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	$97.8K	Buy	10,435 +185	+2%	+$1.73K	﹤0.01%	1530
2026 Q1	$96.9K	Hold	10,250	–	–	﹤0.01%	1352
2025 Q4	$102K	Hold	10,250	–	–	﹤0.01%	1263
2025 Q3	$104K	Hold	10,250	–	–	﹤0.01%	1268
2025 Q2	$105K	Hold	10,250	–	–	﹤0.01%	1218
2025 Q1	$102K	Hold	10,250	–	–	﹤0.01%	1147
2024 Q4	$100K	Buy	+10,250	New	+$105K	﹤0.01%	1137

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

Apollon Wealth Management's EVV Position: Q2 2026 in Review

Apollon Wealth Management increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 1.8% in Q2 2026, buying an estimated $1.73K and bringing the position to 10,435 shares worth $97.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Apollon Wealth Management first reported a position in EVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $105K in Q2 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Apollon Wealth Management held 10,435 shares of Eaton Vance Limited Duration Income Fund worth $97.8K as of Q2 2026.
Apollon Wealth Management bought 185 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $1.73K.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1530 holding.
Apollon Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and has held it in 7 quarters since.
Apollon Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $105K in Q2 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.