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

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

CoreCap Advisors's EVV Position: Q2 2026 in Review

CoreCap Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 5.6% in Q2 2026, selling an estimated $63.8K and leaving 114,835 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #372.

CoreCap Advisors first reported a position in EVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.71M in Q4 2021. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • CoreCap Advisors held 114,835 shares of Eaton Vance Limited Duration Income Fund worth $1.08M as of Q2 2026.
  • CoreCap Advisors sold 6,820 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $63.8K.
  • Eaton Vance Limited Duration Income Fund made up 0.03% of CoreCap Advisors's portfolio in Q2 2026, its #372 holding.
  • CoreCap Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 18 quarters since.
  • CoreCap Advisors's Eaton Vance Limited Duration Income Fund position peaked at $2.71M in Q4 2021.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.