Congress Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Congress Wealth Management’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
2025 Q2	$203K	Hold	19,770	–	–	﹤0.01%	1143
2025 Q1	$197K	Sell	19,770 -26,000	-57%	-$263K	﹤0.01%	1034
2024 Q4	$447K	Buy	45,770 +26,000	+132%	+$266K	0.01%	662
2024 Q3	$208K	Buy	+19,770	New	+$199K	﹤0.01%	814
2024 Q2	–	Sell	-19,770	Closed	-$193K	–	719
2024 Q1	$193K	Sell	19,770 -26,000	-57%	-$254K	﹤0.01%	574
2023 Q4	$438K	Buy	45,770 +26,000	+132%	+$237K	0.01%	484
2023 Q3	$179K	Hold	19,770	–	–	﹤0.01%	589
2023 Q2	$185K	Hold	19,770	–	–	﹤0.01%	544
2023 Q1	$195K	Buy	19,770 +4,780	+32%	+$48K	﹤0.01%	543
2022 Q4	$141K	Hold	14,990	–	–	﹤0.01%	548
2022 Q3	$138K	Hold	14,990	–	–	﹤0.01%	535
2022 Q2	$155K	Hold	14,990	–	–	﹤0.01%	540
2022 Q1	$175K	Hold	14,990	–	–	﹤0.01%	586
2021 Q4	$196K	Buy	+14,990	New	+$197K	﹤0.01%	595

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's EVV Position: Q2 2025 in Review

Congress Wealth Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2025 at 19,770 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Congress Wealth Management first reported a position in EVV in Q4 2021 and has held it in 14 quarters since. The position peaked at $447K in Q4 2024. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

Congress Wealth Management held 19,770 shares of Eaton Vance Limited Duration Income Fund worth $203K as of Q2 2025.
Congress Wealth Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2025.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1143 holding.
Congress Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $447K in Q4 2024.
146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.