Cyndeo Wealth Partners
EVV icon

Cyndeo Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cyndeo Wealth Partners’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 		$3.47M Buy
410,237
+19,000
+5% +$172K 0.16% 135
2026
Q2 		$3.67M Sell
391,237
-10,000
-2% -$93.6K 0.17% 132
2026
Q1 		$3.79M Sell
401,237
-35,891
-8% -$350K 0.2% 123
2025
Q4 		$4.33M Sell
437,128
-5,633
-1% -$56.5K 0.23% 105
2025
Q3 		$4.49M Sell
442,761
-10,151
-2% -$104K 0.25% 99
2025
Q2 		$4.65M Sell
452,912
-118,032
-21% -$1.17M 0.28% 98
2025
Q1 		$5.7M Sell
570,944
-102,350
-15% -$1.04M 0.37% 84
2024
Q4 		$6.58M Sell
673,294
-102,794
-13% -$1.05M 0.44% 72
2024
Q3 		$8.16M Hold
776,088
– – 0.57% 48
2024
Q2 		$7.56M Sell
776,088
-2,979
-0.4% -$28.8K 0.59% 42
2024
Q1 		$7.6M Buy
779,067
+6,643
+0.9% +$64.9K 0.63% 40
2023
Q4 		$7.4M Sell
772,424
-35,517
-4% -$324K 0.68% 34
2023
Q3 		$7.3M Hold
807,941
– – 0.76% 31
2023
Q2 		$7.56M Buy
807,941
+6,049
+0.8% +$56.2K 0.79% 32
2023
Q1 		$7.9M Buy
801,892
+479,987
+149% +$4.82M 0.85% 23
2022
Q4 		$3.02M Buy
+321,905
New +$3.11M 0.36% 93

Other funds holding EVV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cyndeo Wealth Partners's EVV Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 4.9% in Q3 2026, buying an estimated $172K and bringing the position to 410,237 shares worth $3.47M. The position accounts for 0.16% of the portfolio, ranked #135.

Cyndeo Wealth Partners first reported a position in EVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $8.16M in Q3 2024. 80 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

  • Cyndeo Wealth Partners held 410,237 shares of Eaton Vance Limited Duration Income Fund worth $3.47M as of Q3 2026.
  • Cyndeo Wealth Partners bought 19,000 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $172K.
  • Eaton Vance Limited Duration Income Fund made up 0.16% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #135 holding.
  • Cyndeo Wealth Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Eaton Vance Limited Duration Income Fund position peaked at $8.16M in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.