LF
EVV

LifeSteps Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

LifeSteps Financial’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 		$13.1K Buy
+1,400
New +$13.1K 0.01% 367

Other funds holding EVV

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
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
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 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

LifeSteps Financial's EVV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 1,400 shares worth $13.1K. The stake represents 0.01% of the portfolio and ranks #367 among its holdings.

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

  • LifeSteps Financial held 1,400 shares of Eaton Vance Limited Duration Income Fund worth $13.1K as of Q2 2026.
  • Eaton Vance Limited Duration Income Fund was a new LifeSteps Financial position in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #367 holding.
  • 62 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.