GPS Wealth Strategies Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

GPS Wealth Strategies 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
2025 Q4	–	Sell	-4,105	Closed	-$41.7K	–	882
2025 Q3	$41.7K	Hold	4,105	–	–	﹤0.01%	721
2025 Q2	$42.1K	Hold	4,105	–	–	﹤0.01%	672
2025 Q1	$41K	Hold	4,105	–	–	0.01%	656
2024 Q4	$40.1K	Hold	4,105	–	–	0.01%	627
2024 Q3	$43.1K	Hold	4,105	–	–	0.01%	614
2024 Q2	$40K	Hold	4,105	–	–	0.01%	589
2024 Q1	$40K	Hold	4,105	–	–	0.01%	560
2023 Q4	$39.3K	Sell	4,105 -11,485	-74%	-$105K	0.01%	544
2023 Q3	$141K	Hold	15,590	–	–	0.03%	288
2023 Q2	$146K	Sell	15,590 -3,889	-20%	-$36.2K	0.03%	290
2023 Q1	$192K	Hold	19,479	–	–	0.04%	244
2022 Q4	$183K	Hold	19,479	–	–	0.06%	100
2022 Q3	$179K	Hold	19,479	–	–	0.05%	218
2022 Q2	$201K	Buy	19,479 +16,374	+527%	+$175K	0.05%	207
2022 Q1	$36K	Buy	3,105 +1,855	+148%	+$22.4K	0.01%	475
2021 Q4	$16K	Hold	1,250	–	–	﹤0.01%	634
2021 Q3	$16K	Sell	1,250 -1,800	-59%	-$23.9K	﹤0.01%	615
2021 Q2	$40K	Hold	3,050	–	–	0.01%	449
2021 Q1	$38K	Buy	+3,050	New	+$38.4K	0.01%	426

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GPS Wealth Strategies Group's EVV Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2025, closing a stake of 4,105 shares — an estimated $41.7K sold.

GPS Wealth Strategies Group first reported a position in EVV in Q1 2021 and held it in 19 quarters. The position peaked at $201K in Q2 2022. 146 funds tracked by Wall St. Rank hold EVV as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 4,105 Eaton Vance Limited Duration Income Fund shares in Q4 2025, an estimated $41.7K.
GPS Wealth Strategies Group first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2021 and held it in 19 quarters.
GPS Wealth Strategies Group's Eaton Vance Limited Duration Income Fund position peaked at $201K in Q2 2022.
146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.