CA
EVV

Clearstead Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Clearstead 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
Q1 		– Sell
-16,153
Closed -$160K – 2444
2025
Q4 		$160K Buy
16,153
+3,383
+26% +$33.9K ﹤0.01% 978
2025
Q3 		$130K Hold
12,770
– – ﹤0.01% 985
2025
Q2 		$131K Buy
+12,770
New +$126K ﹤0.01% 984
2025
Q1 		– Sell
-11,111
Closed -$109K – 2241
2024
Q4 		$109K Buy
+11,111
New +$114K ﹤0.01% 1006

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

Clearstead Advisors's EVV Position: Q1 2026 in Review

Clearstead Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026, closing a stake of 16,153 shares — an estimated $160K sold.

Clearstead Advisors first reported a position in EVV in Q4 2024 and held it in 4 quarters. The position peaked at $160K in Q4 2025. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

  • Clearstead Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2026 after selling out during the quarter.
  • Clearstead Advisors sold 16,153 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $160K.
  • Clearstead Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 4 quarters.
  • Clearstead Advisors's Eaton Vance Limited Duration Income Fund position peaked at $160K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.