FFWM
EVV

Future Financial Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Future Financial Wealth Management’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 		$386K Sell
42,340
-5,817
-12% -$54.4K 0.24% 73
2026
Q1 		$457K Sell
48,157
-738
-2% -$7.2K 0.29% 63
2025
Q4 		$483K Sell
48,895
-731
-1% -$7.33K 0.32% 63
2025
Q3 		$504K Buy
49,626
+207
+0.4% +$2.11K 0.32% 59
2025
Q2 		$507K Buy
49,419
+1,582
+3% +$15.6K 0.35% 55
2025
Q1 		$477K Buy
47,837
+912
+2% +$9.23K 0.35% 57
2024
Q4 		$458K Buy
46,925
+660
+1% +$6.74K 0.34% 58
2024
Q3 		$486K Buy
46,265
+2,823
+6% +$28.4K 0.35% 62
2024
Q2 		$423K Buy
43,442
+14,962
+53% +$145K 0.37% 63
2024
Q1 		$278K Sell
28,480
-1,757
-6% -$17.2K 0.21% 86
2023
Q4 		$290K Sell
30,237
-4,575
-13% -$41.7K 0.29% 76
2023
Q3 		$315K Buy
34,812
+617
+2% +$5.74K 0.35% 70
2023
Q2 		$320K Buy
34,195
+500
+1% +$4.65K 0.34% 72
2023
Q1 		$332K Buy
33,695
+9,696
+40% +$97.4K 0.37% 71
2022
Q4 		$225K Buy
23,999
+2,205
+10% +$21.3K 0.26% 92
2022
Q3 		$225K Buy
21,794
+4,324
+25% +$45.3K 0.26% 99
2022
Q2 		$204K Hold
17,470
– – 0.2% 122
2022
Q1 		$204K Buy
17,470
+3,974
+29% +$48K 0.17% 122
2021
Q4 		$178K Buy
13,496
+1,770
+15% +$23.3K 0.14% 134
2021
Q3 		$155K Hold
11,726
– – 0.16% 118
2021
Q2 		$155K Buy
11,726
+871
+8% +$11.2K 0.16% 118
2021
Q1 		$137K Buy
10,855
+445
+4% +$5.6K 0.16% 108
2020
Q4 		$130K Buy
+10,410
New +$125K 0.15% 116

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

Future Financial Wealth Management's EVV Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 12% in Q2 2026, selling an estimated $54.4K and leaving 42,340 shares worth $386K. The position accounts for 0.24% of the portfolio, ranked #73.

Future Financial Wealth Management first reported a position in EVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $507K in Q2 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Future Financial Wealth Management held 42,340 shares of Eaton Vance Limited Duration Income Fund worth $386K as of Q2 2026.
  • Future Financial Wealth Management sold 5,817 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $54.4K.
  • Eaton Vance Limited Duration Income Fund made up 0.24% of Future Financial Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Future Financial Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $507K in Q2 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.