JWA
EVV

JFS Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

JFS Wealth Advisors’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 		$900 Buy
+96
New +$899 ﹤0.01% 1835

Other funds holding EVV

CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

JFS Wealth Advisors's EVV Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 96 shares worth $900. The stake represents ﹤0.01% of the portfolio and ranks #1835 among its holdings.

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

  • JFS Wealth Advisors held 96 shares of Eaton Vance Limited Duration Income Fund worth $900 as of Q2 2026.
  • Eaton Vance Limited Duration Income Fund was a new JFS Wealth Advisors position in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1835 holding.
  • 56 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.