Bogart Wealth LLC’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bogart Wealth LLC’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	$14.1K	Hold	1,500	–	–	﹤0.01%	909
2026 Q1	$14.2K	Hold	1,500	–	–	﹤0.01%	819
2025 Q4	$14.9K	Hold	1,500	–	–	﹤0.01%	764
2025 Q3	$15.2K	Hold	1,500	–	–	﹤0.01%	734
2025 Q2	$15.4K	Hold	1,500	–	–	﹤0.01%	691
2025 Q1	$15K	Hold	1,500	–	–	﹤0.01%	655
2024 Q4	$14.7K	Hold	1,500	–	–	﹤0.01%	649
2024 Q3	$15.8K	Hold	1,500	–	–	﹤0.01%	590
2024 Q2	$14.6K	Hold	1,500	–	–	﹤0.01%	592
2024 Q1	$14.6K	Hold	1,500	–	–	﹤0.01%	579
2023 Q4	$14.4K	Buy	+1,500	New	+$13.7K	﹤0.01%	562
2021 Q1	–	Sell	-1,582	Closed	-$19K	–	638
2020 Q4	$19K	Hold	1,582	–	–	﹤0.01%	270
2020 Q3	$17K	Hold	1,582	–	–	﹤0.01%	264
2020 Q2	$18K	Hold	1,582	–	–	﹤0.01%	240
2020 Q1	$17K	Hold	1,582	–	–	﹤0.01%	225
2019 Q4	$21K	Hold	1,582	–	–	0.01%	230
2019 Q3	$20K	Hold	1,582	–	–	0.01%	212
2019 Q2	$20K	Hold	1,582	–	–	0.01%	195
2019 Q1	$20K	Hold	1,582	–	–	0.01%	204
2018 Q4	$18K	Hold	1,582	–	–	0.01%	206
2018 Q3	$20K	Hold	1,582	–	–	0.01%	191
2018 Q2	$19K	Hold	1,582	–	–	0.01%	206
2018 Q1	$21K	Hold	1,582	–	–	0.01%	193
2017 Q4	$22K	Hold	1,582	–	–	0.01%	190
2017 Q3	$22K	Buy	+1,582	New	+$22.1K	0.02%	189

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

Bogart Wealth LLC's EVV Position: Q2 2026 in Review

Bogart Wealth LLC held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 1,500 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Bogart Wealth LLC first reported a position in EVV in Q3 2017 and has held it in 25 quarters since. The position peaked at $22K in Q4 2017. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Bogart Wealth LLC held 1,500 shares of Eaton Vance Limited Duration Income Fund worth $14.1K as of Q2 2026.
Bogart Wealth LLC left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #909 holding.
Bogart Wealth LLC first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2017 and has held it in 25 quarters since.
Bogart Wealth LLC's Eaton Vance Limited Duration Income Fund position peaked at $22K in Q4 2017.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.