Integrated Wealth Concepts’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Integrated Wealth Concepts’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	$10.4K	Buy	+1,107	New	+$10.4K	﹤0.01%	4533

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

Integrated Wealth Concepts's EVV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 1,107 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #4533 among its holdings.

145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Integrated Wealth Concepts held 1,107 shares of Eaton Vance Limited Duration Income Fund worth $10.4K as of Q2 2026.
Eaton Vance Limited Duration Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4533 holding.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.