Focus Partners Wealth
EVV

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

Focus Partners Wealth’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 		$5.57M Buy
594,778
+511,732
+616% +$4.79M 0.01% 910
2026
Q1 		$785K Buy
83,046
+70,931
+585% +$692K ﹤0.01% 1717
2025
Q4 		$120K Buy
12,115
+265
+2% +$2.66K ﹤0.01% 2530
2025
Q3 		$120K Buy
11,850
+255
+2% +$2.6K ﹤0.01% 2116
2025
Q2 		$119K Buy
11,595
+253
+2% +$2.5K ﹤0.01% 1927
2025
Q1 		$113K Buy
11,342
+244
+2% +$2.47K ﹤0.01% 1809
2024
Q4 		$108K Buy
+11,098
New +$113K ﹤0.01% 1791
2024
Q3 		– Sell
-10,586
Closed -$104K – 1615
2024
Q2 		$104K Buy
10,586
+168
+2% +$1.62K ﹤0.01% 1191
2024
Q1 		$99K Buy
+10,418
New +$102K ﹤0.01% 965

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

Focus Partners Wealth's EVV Position: Q2 2026 in Review

Focus Partners Wealth increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 616% in Q2 2026, buying an estimated $4.79M and bringing the position to 594,778 shares worth $5.57M. The position accounts for 0.01% of the portfolio, ranked #910.

Focus Partners Wealth first reported a position in EVV in Q1 2024 and has held it in 9 quarters since. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Focus Partners Wealth held 594,778 shares of Eaton Vance Limited Duration Income Fund worth $5.57M as of Q2 2026.
  • Focus Partners Wealth bought 511,732 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $4.79M.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #910 holding.
  • Focus Partners Wealth first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2024 and has held it in 9 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.