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Integrity Alliance’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Integrity Alliance’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
Q2 		– Sell
-10,326
Closed -$103K – 532
2025
Q1 		$103K Buy
+10,326
New +$104K ﹤0.01% 621

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Invesco
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LPL Financial
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CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrity Alliance's EVV Position: Q2 2025 in Review

Integrity Alliance sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 10,326 shares — an estimated $103K sold.

Integrity Alliance first reported a position in EVV in Q1 2025 and held it in 1 quarter. The position peaked at $103K in Q1 2025. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • Integrity Alliance reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • Integrity Alliance sold 10,326 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $103K.
  • Integrity Alliance first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2025 and held it in 1 quarter.
  • Integrity Alliance's Eaton Vance Limited Duration Income Fund position peaked at $103K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Integrity Alliance's 13F filing for Q2 2025, filed 4 Aug 2025.