Cetera Investment Advisers
EVV

Cetera Investment Advisers’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cetera Investment Advisers’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 		$9.22M Buy
983,948
+50,528
+5% +$473K 0.01% 1213
2026
Q1 		$8.82M Buy
933,420
+122,470
+15% +$1.19M 0.01% 1136
2025
Q4 		$8.04M Buy
810,950
+96,974
+14% +$972K 0.01% 1164
2025
Q3 		$7.25M Buy
713,976
+86,558
+14% +$883K 0.01% 1173
2025
Q2 		$6.44M Buy
627,418
+29,793
+5% +$295K 0.01% 1046
2025
Q1 		$5.96M Buy
597,625
+21,481
+4% +$217K 0.01% 1007
2024
Q4 		$5.63M Sell
576,144
-76,991
-12% -$786K 0.01% 973
2024
Q3 		$6.86M Buy
653,135
+15,719
+2% +$158K 0.02% 852
2024
Q2 		$6.21M Buy
637,416
+8,424
+1% +$81.4K 0.01% 886
2024
Q1 		$6.13M Buy
628,992
+268,663
+75% +$2.63M 0.01% 881
2023
Q4 		$3.45M Sell
360,329
-23,660
-6% -$216K 0.03% 578
2023
Q3 		$3.47M Buy
383,989
+21,700
+6% +$202K 0.03% 540
2023
Q2 		$3.39M Buy
362,289
+4,418
+1% +$41.1K 0.03% 553
2023
Q1 		$3.53M Buy
357,871
+18,135
+5% +$182K 0.03% 506
2022
Q4 		$3.19M Buy
339,736
+51,113
+18% +$494K 0.03% 525
2022
Q3 		$2.66M Sell
288,623
-18,693
-6% -$196K 0.05% 371
2022
Q2 		$3.17M Buy
307,316
+29,219
+11% +$313K 0.05% 372
2022
Q1 		$3.25M Buy
278,097
+66,314
+31% +$800K 0.05% 402
2021
Q4 		$2.77M Buy
211,783
+37,802
+22% +$498K 0.04% 450
2021
Q3 		$2.29M Buy
173,981
+48,636
+39% +$646K 0.04% 475
2021
Q2 		$1.66M Buy
125,345
+664
+0.5% +$8.55K 0.03% 579
2021
Q1 		$1.57M Sell
124,681
-2,498
-2% -$31.4K 0.03% 491
2020
Q4 		$1.59M Buy
+127,179
New +$1.53M 0.03% 498

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers's EVV Position: Q2 2026 in Review

Cetera Investment Advisers increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 5.4% in Q2 2026, buying an estimated $473K and bringing the position to 983,948 shares worth $9.22M. The position accounts for 0.01% of the portfolio, ranked #1213.

Cetera Investment Advisers first reported a position in EVV in Q4 2020 and has held it in 23 quarters since. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Cetera Investment Advisers held 983,948 shares of Eaton Vance Limited Duration Income Fund worth $9.22M as of Q2 2026.
  • Cetera Investment Advisers bought 50,528 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $473K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1213 holding.
  • Cetera Investment Advisers first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and has held it in 23 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.