KPWS
EVV

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

Kestra Private Wealth 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
Q1 		– Sell
-15,241
Closed -$151K – 1803
2025
Q4 		$151K Buy
15,241
+807
+6% +$8.09K ﹤0.01% 1625
2025
Q3 		$147K Buy
14,434
+1,448
+11% +$14.8K ﹤0.01% 1591
2025
Q2 		$133K Buy
12,986
+1,074
+9% +$10.6K ﹤0.01% 1542
2025
Q1 		$119K Buy
+11,912
New +$121K ﹤0.01% 1444

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kestra Private Wealth Services's EVV Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026, closing a stake of 15,241 shares — an estimated $151K sold.

Kestra Private Wealth Services first reported a position in EVV in Q1 2025 and held it in 4 quarters. The position peaked at $151K in Q4 2025. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 15,241 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $151K.
  • Kestra Private Wealth Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2025 and held it in 4 quarters.
  • Kestra Private Wealth Services's Eaton Vance Limited Duration Income Fund position peaked at $151K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.