Ethos Financial Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Ethos Financial Group’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	$1.55M	Sell	165,093 -7,348	-4%	-$68.8K	0.1%	171
2026 Q1	$1.71M	Hold	172,441	–	–	0.12%	151
2025 Q4	$1.71M	Sell	172,441 -9,149	-5%	-$91.7K	0.13%	152
2025 Q3	$1.84M	Buy	181,590 +5,516	+3%	+$56.3K	0.14%	130
2025 Q2	$1.81M	Buy	176,074 +5,171	+3%	+$51.1K	0.16%	127
2025 Q1	$1.71M	Buy	+170,903	New	+$1.73M	0.16%	126

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

Ethos Financial Group's EVV Position: Q2 2026 in Review

Ethos Financial Group reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 4.3% in Q2 2026, selling an estimated $68.8K and leaving 165,093 shares worth $1.55M. The position accounts for 0.1% of the portfolio, ranked #171.

Ethos Financial Group first reported a position in EVV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.84M in Q3 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Ethos Financial Group held 165,093 shares of Eaton Vance Limited Duration Income Fund worth $1.55M as of Q2 2026.
Ethos Financial Group sold 7,348 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $68.8K.
Eaton Vance Limited Duration Income Fund made up 0.1% of Ethos Financial Group's portfolio in Q2 2026, its #171 holding.
Ethos Financial Group first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Eaton Vance Limited Duration Income Fund position peaked at $1.84M in Q3 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.