Benjamin Edwards Inc’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Benjamin Edwards Inc’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	$554K	Sell	59,173 -2,073	-3%	-$19.4K	0.01%	1019
2026 Q1	$579K	Buy	61,246 +240	+0.4%	+$2.34K	0.01%	944
2025 Q4	$605K	Sell	61,006 -9,903	-14%	-$99.3K	0.01%	884
2025 Q3	$720K	Sell	70,909 -9,928	-12%	-$101K	0.01%	807
2025 Q2	$829K	Sell	80,837 -26,174	-24%	-$259K	0.01%	694
2025 Q1	$1.07M	Sell	107,011 -11,356	-10%	-$115K	0.01%	561
2024 Q4	$1.16M	Sell	118,367 -21,986	-16%	-$225K	0.02%	566
2024 Q3	$1.48M	Buy	+140,353	New	+$1.41M	0.02%	496

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

Benjamin Edwards Inc's EVV Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 3.4% in Q2 2026, selling an estimated $19.4K and leaving 59,173 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #1019.

Benjamin Edwards Inc first reported a position in EVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.48M in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Benjamin Edwards Inc held 59,173 shares of Eaton Vance Limited Duration Income Fund worth $554K as of Q2 2026.
Benjamin Edwards Inc sold 2,073 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $19.4K.
Eaton Vance Limited Duration Income Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1019 holding.
Benjamin Edwards Inc first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Eaton Vance Limited Duration Income Fund position peaked at $1.48M in Q3 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.