Cornerstone Wealth Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cornerstone Wealth Group’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	-12,460	Closed	-$123K	–	451
2025 Q4	$123K	Hold	12,460	–	–	0.01%	389
2025 Q3	$126K	Hold	12,460	–	–	0.01%	350
2025 Q2	$128K	Hold	12,460	–	–	0.01%	322
2025 Q1	$124K	Hold	12,460	–	–	0.01%	286
2024 Q4	$122K	Hold	12,460	–	–	0.01%	271
2024 Q3	$131K	Hold	12,460	–	–	0.01%	261
2024 Q2	$121K	Hold	12,460	–	–	0.01%	245
2024 Q1	$121K	Buy	+12,460	New	+$122K	0.01%	243

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Cornerstone Wealth Group's EVV Position: Q1 2026 in Review

Cornerstone Wealth Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026, closing a stake of 12,460 shares — an estimated $123K sold.

Cornerstone Wealth Group first reported a position in EVV in Q1 2024 and held it in 8 quarters. The position peaked at $131K in Q3 2024. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Cornerstone Wealth Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2026 after selling out during the quarter.
Cornerstone Wealth Group sold 12,460 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $123K.
Cornerstone Wealth Group first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2024 and held it in 8 quarters.
Cornerstone Wealth Group's Eaton Vance Limited Duration Income Fund position peaked at $131K in Q3 2024.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.