Atria Wealth Solutions’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Atria Wealth Solutions’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 Q2	$297K	Sell	28,984 -15,051	-34%	-$149K	0.01%	1155
2025 Q1	$439K	Sell	44,035 -14,316	-25%	-$145K	0.01%	1260
2024 Q4	$570K	Buy	58,351 +72	+0.1%	+$736	0.01%	1203
2024 Q3	$613K	Buy	58,279 +10,307	+21%	+$104K	0.01%	1138
2024 Q2	$467K	Sell	47,972 -10,451	-18%	-$101K	0.01%	1273
2024 Q1	$570K	Sell	58,423 -11,277	-16%	-$110K	0.01%	1203
2023 Q4	$668K	Buy	69,700 +21,310	+44%	+$194K	0.01%	1059
2023 Q3	$437K	Sell	48,390 -30,782	-39%	-$286K	0.01%	1192
2023 Q2	$741K	Buy	79,172 +13,299	+20%	+$124K	0.01%	979
2023 Q1	$649K	Sell	65,873 -612	-0.9%	-$6.15K	0.01%	994
2022 Q4	$624K	Sell	66,485 -2,635	-4%	-$25.5K	0.01%	974
2022 Q3	$637K	Buy	69,120 +24,169	+54%	+$253K	0.01%	902
2022 Q2	$464K	Sell	44,951 -9,918	-18%	-$106K	0.01%	1003
2022 Q1	$642K	Buy	+54,869	New	+$662K	0.01%	929

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Atria Wealth Solutions's EVV Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 34% in Q2 2025, selling an estimated $149K and leaving 28,984 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #1155.

Atria Wealth Solutions first reported a position in EVV in Q1 2022 and has held it in 14 quarters since. The position peaked at $741K in Q2 2023. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

Atria Wealth Solutions held 28,984 shares of Eaton Vance Limited Duration Income Fund worth $297K as of Q2 2025.
Atria Wealth Solutions sold 15,051 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $149K.
Eaton Vance Limited Duration Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1155 holding.
Atria Wealth Solutions first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Eaton Vance Limited Duration Income Fund position peaked at $741K in Q2 2023.
146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.