KAS
EVV

Kestra Advisory Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Kestra Advisory Services’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 		$3.08M Buy
329,156
+44,862
+16% +$420K 0.01% 1104
2026
Q1 		$2.69M Buy
284,294
+22,793
+9% +$222K 0.01% 1123
2025
Q4 		$2.59M Buy
261,501
+64,159
+33% +$643K 0.01% 1068
2025
Q3 		$2M Buy
197,342
+47,972
+32% +$489K 0.01% 1149
2025
Q2 		$1.53M Buy
149,370
+18,192
+14% +$180K 0.01% 1222
2025
Q1 		$1.31M Sell
131,178
-6,505
-5% -$65.8K 0.01% 1225
2024
Q4 		$1.35M Buy
137,683
+93,169
+209% +$952K 0.01% 1225
2024
Q3 		$468K Sell
44,514
-18,115
-29% -$182K ﹤0.01% 1806
2024
Q2 		$610K Buy
62,629
+19,690
+46% +$190K ﹤0.01% 1643
2024
Q1 		$419K Buy
42,939
+2,291
+6% +$22.4K ﹤0.01% 1777
2023
Q4 		$389K Buy
40,648
+17,034
+72% +$155K ﹤0.01% 1680
2023
Q3 		$213K Sell
23,614
-12,634
-35% -$117K ﹤0.01% 1898
2023
Q2 		$339K Buy
36,248
+18,367
+103% +$171K ﹤0.01% 1534
2023
Q1 		$176K Sell
17,881
-493
-3% -$4.95K ﹤0.01% 1874
2022
Q4 		$173K Sell
18,374
-6,300
-26% -$60.9K ﹤0.01% 2056
2022
Q3 		$227K Sell
24,674
-1,869
-7% -$19.6K ﹤0.01% 1787
2022
Q2 		$274K Sell
26,543
-3,545
-12% -$38K ﹤0.01% 1677
2022
Q1 		$352K Sell
30,088
-2,254
-7% -$27.2K ﹤0.01% 1502
2021
Q4 		$424K Sell
32,342
-89,450
-73% -$1.18M ﹤0.01% 1404
2021
Q3 		$1.6M Buy
121,792
+35,798
+42% +$475K 0.02% 797
2021
Q2 		$1.14M Buy
85,994
+774
+0.9% +$9.97K 0.01% 880
2021
Q1 		$1.08M Sell
85,220
-42,747
-33% -$538K 0.01% 831
2020
Q4 		$1.59M Buy
127,967
+44,714
+54% +$538K 0.02% 679
2020
Q3 		$942K Buy
+83,253
New +$962K 0.02% 636

Other funds holding EVV

Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Advisory Services's EVV Position: Q2 2026 in Review

Kestra Advisory Services increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 16% in Q2 2026, buying an estimated $420K and bringing the position to 329,156 shares worth $3.08M. The position accounts for 0.01% of the portfolio, ranked #1104.

Kestra Advisory Services first reported a position in EVV in Q3 2020 and has held it in 24 quarters since. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Kestra Advisory Services held 329,156 shares of Eaton Vance Limited Duration Income Fund worth $3.08M as of Q2 2026.
  • Kestra Advisory Services bought 44,862 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $420K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1104 holding.
  • Kestra Advisory Services first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2020 and has held it in 24 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.