Fortitude Advisory Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Fortitude Advisory 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	$344K	Buy	36,756 +1,932	+6%	+$18.1K	0.13%	147
2026 Q1	$329K	Hold	34,824	–	–	0.15%	140
2025 Q4	$345K	Hold	34,824	–	–	0.15%	120
2025 Q3	$353K	Hold	34,824	–	–	0.19%	115
2025 Q2	$357K	Hold	34,824	–	–	0.2%	112
2025 Q1	$334K	Buy	34,824 +1,054	+3%	+$10.7K	0.24%	101
2024 Q4	$330K	Buy	33,770 +387	+1%	+$3.95K	0.2%	112
2024 Q3	$351K	Buy	33,383 +3,951	+13%	+$39.7K	0.22%	109
2024 Q2	$287K	Buy	29,432 +508	+2%	+$4.91K	0.17%	124
2024 Q1	$282K	Buy	28,924 +3,123	+12%	+$30.5K	0.16%	137
2023 Q4	$247K	Buy	25,801 +2,672	+12%	+$24.3K	0.15%	163
2023 Q3	$209K	Buy	23,129 +2,511	+12%	+$23.3K	0.14%	173
2023 Q2	$193K	Buy	20,618 +3,882	+23%	+$36.1K	0.14%	185
2023 Q1	$165K	Buy	16,736 +738	+5%	+$7.41K	0.13%	201
2022 Q4	$150K	Buy	15,998 +586	+4%	+$5.66K	0.13%	199
2022 Q3	$142K	Buy	15,412 +1,742	+13%	+$18.2K	0.13%	187
2022 Q2	$141K	Buy	13,670 +1,428	+12%	+$15.3K	0.13%	190
2022 Q1	$143K	Sell	12,242 -1,325	-10%	-$16K	0.08%	270
2021 Q4	$178K	Buy	+13,567	New	+$179K	0.09%	221

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

Fortitude Advisory Group's EVV Position: Q2 2026 in Review

Fortitude Advisory Group increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 5.5% in Q2 2026, buying an estimated $18.1K and bringing the position to 36,756 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #147.

Fortitude Advisory Group first reported a position in EVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $357K in Q2 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Fortitude Advisory Group held 36,756 shares of Eaton Vance Limited Duration Income Fund worth $344K as of Q2 2026.
Fortitude Advisory Group bought 1,932 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $18.1K.
Eaton Vance Limited Duration Income Fund made up 0.13% of Fortitude Advisory Group's portfolio in Q2 2026, its #147 holding.
Fortitude Advisory Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 19 quarters since.
Fortitude Advisory Group's Eaton Vance Limited Duration Income Fund position peaked at $357K in Q2 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.