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

Cura Wealth 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	$327K	Buy	34,912 +512	+1%	+$4.79K	0.14%	87
2026 Q1	$325K	Sell	34,400 -9,503	-22%	-$92.6K	0.15%	79
2025 Q4	$435K	Sell	43,903 -14,525	-25%	-$146K	0.16%	69
2025 Q3	$593K	Sell	58,428 -379,034	-87%	-$3.87M	0.23%	52
2025 Q2	$4.49M	Sell	437,462 -18,547	-4%	-$183K	1.79%	7
2025 Q1	$4.55M	Sell	456,009 -163,448	-26%	-$1.65M	1.84%	7
2024 Q4	$6.05M	Buy	+619,457	New	+$6.33M	2.68%	4

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Cura Wealth Advisors's EVV Position: Q2 2026 in Review

Cura Wealth Advisors increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 1.5% in Q2 2026, buying an estimated $4.79K and bringing the position to 34,912 shares worth $327K. The position accounts for 0.14% of the portfolio, ranked #87.

Cura Wealth Advisors first reported a position in EVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.05M in Q4 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Cura Wealth Advisors held 34,912 shares of Eaton Vance Limited Duration Income Fund worth $327K as of Q2 2026.
Cura Wealth Advisors bought 512 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $4.79K.
Eaton Vance Limited Duration Income Fund made up 0.14% of Cura Wealth Advisors's portfolio in Q2 2026, its #87 holding.
Cura Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and has held it in 7 quarters since.
Cura Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $6.05M in Q4 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Cura Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.