BRWA
EVV

B. Riley Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

B. Riley Wealth Advisors’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 		$155K Sell
16,647
-3,909
-19% -$36.6K 0.01% 805
2026
Q1 		$187K Buy
20,556
+97
+0.5% +$946 0.01% 732
2025
Q4 		$203K Sell
20,459
-4,855
-19% -$48.7K 0.01% 867
2025
Q3 		$257K Sell
25,314
-649
-2% -$6.62K 0.01% 783
2025
Q2 		$266K Buy
+25,963
New +$257K 0.01% 759
2024
Q4 		$359K Sell
36,746
-6,141
-14% -$62.7K 0.01% 802
2024
Q3 		$449K Sell
42,887
-116,722
-73% -$1.17M 0.01% 778
2024
Q2 		$1.55M Buy
159,609
+30,499
+24% +$295K 0.04% 410
2024
Q1 		$1.17M Sell
129,110
-16,053
-11% -$157K 0.03% 478
2023
Q4 		$1.39M Buy
145,163
+16,053
+12% +$146K 0.04% 444
2023
Q3 		$1.17M Sell
129,110
-973
-0.7% -$9.05K 0.03% 478
2023
Q2 		$1.22M Buy
130,083
+12,039
+10% +$112K 0.03% 501
2023
Q1 		$1.16M Buy
118,044
+15,218
+15% +$153K 0.03% 497
2022
Q4 		$966K Buy
102,826
+12,674
+14% +$122K 0.03% 550
2022
Q3 		$831K Buy
90,152
+8,235
+10% +$86.2K 0.03% 562
2022
Q2 		$847K Buy
81,917
+4,506
+6% +$48.2K 0.04% 470
2022
Q1 		$906K Sell
77,411
-4,857
-6% -$58.6K 0.03% 525
2021
Q4 		$1.08M Buy
82,268
+11,500
+16% +$151K 0.03% 505
2021
Q3 		$933K Buy
70,768
+27,691
+64% +$368K 0.03% 543
2021
Q2 		$572K Buy
43,077
+9,525
+28% +$123K 0.02% 700
2021
Q1 		$424K Buy
33,552
+18,635
+125% +$234K 0.02% 818
2020
Q4 		$187K Sell
14,917
-1,689
-10% -$20.3K 0.01% 936
2020
Q3 		$188K Sell
16,606
-621
-4% -$7.18K 0.01% 848
2020
Q2 		$195K Sell
17,227
-561
-3% -$6.11K 0.01% 776
2020
Q1 		$189K Buy
17,788
+26
+0.1% +$322 0.02% 684
2019
Q4 		$236K Buy
17,762
+23
+0.1% +$295 0.02% 702
2019
Q3 		$222K Sell
17,739
-653
-4% -$8.2K 0.02% 700
2019
Q2 		$233K Buy
18,392
+16
+0.1% +$202 0.03% 660
2019
Q1 		$233K Sell
18,376
-88
-0.5% -$1.1K 0.03% 596
2018
Q4 		$221K Buy
18,464
+199
+1% +$2.43K 0.03% 551
2018
Q3 		$232K Sell
18,265
-10
-0.1% -$127 0.03% 592
2018
Q2 		$230K Hold
18,275
– – 0.03% 566
2018
Q1 		$238K Hold
18,275
– – 0.03% 525
2017
Q4 		$250K Buy
+18,275
New +$251K 0.03% 510

Other funds holding EVV

CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

B. Riley Wealth Advisors's EVV Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 19% in Q2 2026, selling an estimated $36.6K and leaving 16,647 shares worth $155K. The position accounts for 0.01% of the portfolio, ranked #805.

B. Riley Wealth Advisors first reported a position in EVV in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.55M in Q2 2024. 51 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • B. Riley Wealth Advisors held 16,647 shares of Eaton Vance Limited Duration Income Fund worth $155K as of Q2 2026.
  • B. Riley Wealth Advisors sold 3,909 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $36.6K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #805 holding.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2017 and has held it in 34 quarters since.
  • B. Riley Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $1.55M in Q2 2024.
  • 51 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.