CA
EVV

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

Crewe 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 		$17.2K Buy
1,836
+47
+3% +$440 ﹤0.01% 642
2026
Q1 		$16.9K Buy
1,789
+40
+2% +$390 ﹤0.01% 551
2025
Q4 		$17.3K Buy
1,749
+40
+2% +$401 ﹤0.01% 516
2025
Q3 		$17.3K Buy
1,709
+37
+2% +$377 ﹤0.01% 526
2025
Q2 		$17.2K Buy
1,672
+36
+2% +$356 ﹤0.01% 393
2025
Q1 		$16.3K Buy
1,636
+39
+2% +$395 ﹤0.01% 370
2024
Q4 		$15.6K Buy
1,597
+37
+2% +$378 ﹤0.01% 381
2024
Q3 		$16.4K Buy
1,560
+36
+2% +$362 ﹤0.01% 427
2024
Q2 		$14.8K Buy
1,524
+37
+2% +$358 ﹤0.01% 606
2024
Q1 		$14.5K Buy
1,487
+38
+3% +$371 ﹤0.01% 550
2023
Q4 		$13.9K Buy
1,449
+1
+0.1% +$9 ﹤0.01% 183
2023
Q3 		$13.1K Hold
1,448
– – ﹤0.01% 225
2023
Q2 		$13.6K Hold
1,448
– – ﹤0.01% 376
2023
Q1 		$14.3K Buy
1,448
+3
+0.2% +$30 ﹤0.01% 490
2022
Q4 		$13.6K Buy
1,445
+76
+6% +$734 ﹤0.01% 491
2022
Q3 		$13K Buy
+1,369
New +$14.3K ﹤0.01% 583

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

Crewe Advisors's EVV Position: Q2 2026 in Review

Crewe Advisors increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 2.6% in Q2 2026, buying an estimated $440 and bringing the position to 1,836 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Crewe Advisors first reported a position in EVV in Q3 2022 and has held it in 16 quarters since. The position peaked at $17.3K in Q3 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Crewe Advisors held 1,836 shares of Eaton Vance Limited Duration Income Fund worth $17.2K as of Q2 2026.
  • Crewe Advisors bought 47 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $440.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #642 holding.
  • Crewe Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2022 and has held it in 16 quarters since.
  • Crewe Advisors's Eaton Vance Limited Duration Income Fund position peaked at $17.3K in Q3 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.