CX Institutional’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

CX Institutional’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	$1K	Hold	175	–	–	﹤0.01%	1606
2026 Q2	$2K	Buy	+175	New	+$1.64K	﹤0.01%	1465
2026 Q1	–	Sell	-513	Closed	-$5K	–	1584
2025 Q4	$5K	Buy	+513	New	+$5.14K	﹤0.01%	1268

Other funds holding EVV

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Kennedy Investment Group West Depford, New Jersey $311M AUM 23.6% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

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

CX Institutional's EVV Position: Q3 2026 in Review

CX Institutional held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q3 2026 at 175 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

CX Institutional first reported a position in EVV in Q4 2025 and has held it in 3 quarters since. The position peaked at $5K in Q4 2025. 35 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

CX Institutional held 175 shares of Eaton Vance Limited Duration Income Fund worth $1K as of Q3 2026.
CX Institutional left its Eaton Vance Limited Duration Income Fund share count unchanged in Q3 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1606 holding.
CX Institutional first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2025 and has held it in 3 quarters since.
CX Institutional's Eaton Vance Limited Duration Income Fund position peaked at $5K in Q4 2025.
35 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.