CA
EVV

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

CoreCap 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
Q2 		$1.08M Sell
114,835
-6,820
-6% -$63.8K 0.03% 372
2026
Q1 		$1.15M Sell
121,655
-6,980
-5% -$68K 0.04% 341
2025
Q4 		$1.27M Sell
128,635
-22,630
-15% -$227K 0.04% 328
2025
Q3 		$1.54M Sell
151,265
-5,525
-4% -$56.3K 0.06% 287
2025
Q2 		$1.61M Sell
156,790
-6,675
-4% -$66K 0.06% 251
2025
Q1 		$1.63M Sell
163,465
-18,380
-10% -$186K 0.07% 241
2024
Q4 		$1.78M Buy
181,845
+91,480
+101% +$934K 0.08% 237
2024
Q3 		$950K Sell
90,365
-1,000
-1% -$10.1K 0.04% 330
2024
Q2 		$890K Buy
91,365
+1,555
+2% +$15K 0.09% 174
2024
Q1 		$876K Sell
89,810
-27,475
-23% -$268K 0.05% 308
2023
Q4 		$1.12M Buy
117,285
+1,770
+2% +$16.1K 0.07% 241
2023
Q3 		$1.04M Sell
115,515
-99,510
-46% -$925K 0.08% 227
2023
Q2 		$2.01M Buy
+215,025
New +$2M 0.14% 135
2022
Q4 		$1.85M Sell
196,500
-14,100
-7% -$136K 0.13% 139
2022
Q3 		$1.94M Buy
210,600
+11,950
+6% +$125K 0.16% 113
2022
Q2 		$2.05M Sell
198,650
-7,450
-4% -$79.8K 0.16% 107
2022
Q1 		$2.41M Sell
206,100
-1,150
-0.6% -$13.9K 0.17% 105
2021
Q4 		$2.71M Buy
+207,250
New +$2.73M 0.18% 104

Other funds holding EVV

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
SCA
Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return