CoreCap Advisors
EVV icon

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
Q3 		$969K Sell
114,705
-130
-0.1% -$1.18K 0.03% 393
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 		$2.72M Buy
+207,250
New +$2.73M 0.18% 104

Other funds holding EVV

Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

CoreCap Advisors's EVV Position: Q3 2026 in Review

CoreCap Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 0.11% in Q3 2026, selling an estimated $1.18K and leaving 114,705 shares worth $969K. The position accounts for 0.03% of the portfolio, ranked #393.

CoreCap Advisors first reported a position in EVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.72M in Q4 2021. 28 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

  • CoreCap Advisors held 114,705 shares of Eaton Vance Limited Duration Income Fund worth $969K as of Q3 2026.
  • CoreCap Advisors sold 130 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $1.18K.
  • Eaton Vance Limited Duration Income Fund made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #393 holding.
  • CoreCap Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's Eaton Vance Limited Duration Income Fund position peaked at $2.72M in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.