CI
EVV

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
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

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

CX Institutional's EVV Position: Q2 2026 in Review

CX Institutional opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 175 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: CX Institutional previously reported a position in EVV as recently as Q4 2025.

CX Institutional first reported a position in EVV in Q4 2025 and has held it in 2 quarters since. The position peaked at $5K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • CX Institutional held 175 shares of Eaton Vance Limited Duration Income Fund worth $2K as of Q2 2026.
  • Eaton Vance Limited Duration Income Fund was a new CX Institutional position in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1465 holding.
  • CX Institutional first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2025 and has held it in 2 quarters since.
  • CX Institutional's Eaton Vance Limited Duration Income Fund position peaked at $5K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.