Ashton Thomas Securities’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Ashton Thomas Securities’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	$178K	Sell	19,000 -9,000	-32%	-$84.2K	0.03%	298
2026 Q1	$265K	Buy	28,000 +5,000	+22%	+$48.7K	0.03%	313
2025 Q4	$228K	Buy	23,000 +7,000	+44%	+$70.2K	0.04%	241
2025 Q3	$162K	Hold	16,000	–	–	0.02%	320
2025 Q2	$164K	Sell	16,000 -4,000	-20%	-$39.6K	0.04%	244
2025 Q1	$200K	Hold	20,000	–	–	0.06%	226
2024 Q4	$195K	Hold	20,000	–	–	0.05%	223
2024 Q3	$210K	Hold	20,000	–	–	0.04%	262
2024 Q2	$197K	Buy	+20,000	New	+$193K	0.05%	229

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

Ashton Thomas Securities's EVV Position: Q2 2026 in Review

Ashton Thomas Securities reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 32% in Q2 2026, selling an estimated $84.2K and leaving 19,000 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #298.

Ashton Thomas Securities first reported a position in EVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $265K in Q1 2026. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Ashton Thomas Securities held 19,000 shares of Eaton Vance Limited Duration Income Fund worth $178K as of Q2 2026.
Ashton Thomas Securities sold 9,000 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $84.2K.
Eaton Vance Limited Duration Income Fund made up 0.03% of Ashton Thomas Securities's portfolio in Q2 2026, its #298 holding.
Ashton Thomas Securities first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2024 and has held it in 9 quarters since.
Ashton Thomas Securities's Eaton Vance Limited Duration Income Fund position peaked at $265K in Q1 2026.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.