Carson Wealth (CWM LLC)
EVV icon

Carson Wealth (CWM LLC)’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Carson Wealth (CWM 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
Q1 		$8.68K Buy
918
+499
+119% +$4.87K ﹤0.01% 4827
2025
Q4 		$4K Buy
419
+281
+204% +$2.82K ﹤0.01% 4887
2025
Q3 		$1K Sell
138
-55
-28% -$561 ﹤0.01% 5110
2025
Q2 		$2K Hold
193
– – ﹤0.01% 4876
2025
Q1 		$2K Hold
193
– – ﹤0.01% 4746
2024
Q4 		$2K Hold
193
– – ﹤0.01% 4531
2024
Q3 		$2K Buy
193
+55
+40% +$553 ﹤0.01% 4383
2024
Q2 		$1K Hold
138
– – ﹤0.01% 4377
2024
Q1 		$1K Sell
138
-4,201
-97% -$41K ﹤0.01% 4132
2023
Q4 		$42K Sell
4,339
-7,911
-65% -$72.1K ﹤0.01% 2293
2023
Q3 		$111K Sell
12,250
-1,128
-8% -$10.5K ﹤0.01% 1572
2023
Q2 		$125K Buy
13,378
+3,078
+30% +$28.6K ﹤0.01% 1454
2023
Q1 		$101K Buy
10,300
+1,910
+23% +$19.2K ﹤0.01% 1487
2022
Q4 		$79K Buy
8,390
+2,051
+32% +$19.8K ﹤0.01% 1486
2022
Q3 		$58K Buy
6,339
+200
+3% +$2.09K ﹤0.01% 1595
2022
Q2 		$63K Buy
6,139
+6,001
+4,349% +$64.2K ﹤0.01% 1517
2022
Q1 		$2K Sell
138
-18
-12% -$217 ﹤0.01% 3162
2021
Q4 		$2K Buy
+156
New +$2.05K ﹤0.01% 3114
2021
Q2 		$1K Hold
55
– – ﹤0.01% 2784
2021
Q1 		$1K Hold
55
– – ﹤0.01% 2784
2020
Q4 		$1K Hold
55
– – ﹤0.01% 2784
2020
Q3 		$1K Hold
55
– – ﹤0.01% 2783
2020
Q2 		$1K Hold
55
– – ﹤0.01% 2783
2020
Q1 		$1K Hold
55
– – ﹤0.01% 2782
2019
Q4 		$1K Hold
55
– – ﹤0.01% 2782
2019
Q3 		$1K Hold
55
– – ﹤0.01% 2782
2019
Q2 		$1K Hold
55
– – ﹤0.01% 2782
2019
Q1 		$1K Sell
55
-20,167
-100% -$251K ﹤0.01% 2781
2018
Q4 		$241K Buy
+20,222
New +$247K 0.01% 562
2017
Q3 		– Sell
-1,293
Closed -$18K – 1491
2017
Q2 		$18K Buy
+1,293
New +$18K ﹤0.01% 646

Other funds holding EVV

Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EVV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 119% in Q1 2026, buying an estimated $4.87K and bringing the position to 918 shares worth $8.68K. The position accounts for ﹤0.01% of the portfolio, ranked #4827.

Carson Wealth (CWM LLC) first reported a position in EVV in Q2 2017 and has held it in 30 quarters since. The position peaked at $241K in Q4 2018. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 918 shares of Eaton Vance Limited Duration Income Fund worth $8.68K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 499 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $4.87K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4827 holding.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Eaton Vance Limited Duration Income Fund position peaked at $241K in Q4 2018.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.