HWP
EVV

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

Highline Wealth Partners’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 		$9.37K Hold
1,000
– – ﹤0.01% 635
2026
Q1 		$9.45K Hold
1,000
– – ﹤0.01% 475
2025
Q4 		$9.91K Hold
1,000
– – ﹤0.01% 409
2025
Q3 		$10.2K Buy
+1,000
New +$10.2K ﹤0.01% 409

Other funds holding EVV

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

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

Highline Wealth Partners held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 1,000 shares worth $9.37K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Highline Wealth Partners first reported a position in EVV in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.2K in Q3 2025. 27 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Highline Wealth Partners held 1,000 shares of Eaton Vance Limited Duration Income Fund worth $9.37K as of Q2 2026.
  • Highline Wealth Partners left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #635 holding.
  • Highline Wealth Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Eaton Vance Limited Duration Income Fund position peaked at $10.2K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.