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

Ares Financial Consulting’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 Q3	$5.18K	Buy	614 +15	+3%	+$136	﹤0.01%	689
2026 Q2	$5.62K	Buy	599 +13	+2%	+$122	﹤0.01%	687
2026 Q1	$5.51K	Buy	586 +13	+2%	+$127	﹤0.01%	665
2025 Q4	$5.68K	Buy	+573	New	+$5.74K	0.01%	462

Other funds holding EVV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Ares Financial Consulting's EVV Position: Q3 2026 in Review

Ares Financial Consulting increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 2.5% in Q3 2026, buying an estimated $136 and bringing the position to 614 shares worth $5.18K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Ares Financial Consulting first reported a position in EVV in Q4 2025 and has held it in 4 quarters since. The position peaked at $5.68K in Q4 2025. 80 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

Ares Financial Consulting held 614 shares of Eaton Vance Limited Duration Income Fund worth $5.18K as of Q3 2026.
Ares Financial Consulting bought 15 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $136.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Ares Financial Consulting's portfolio in Q3 2026, its #689 holding.
Ares Financial Consulting first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2025 and has held it in 4 quarters since.
Ares Financial Consulting's Eaton Vance Limited Duration Income Fund position peaked at $5.68K in Q4 2025.
80 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.