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
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 $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return