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

NWF 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 Q3	$543K	Sell	64,250 -7,400	-10%	-$66.9K	0.05%	214
2026 Q2	$671K	Sell	71,650 -10,200	-12%	-$95.5K	0.06%	181
2026 Q1	$773K	Hold	81,850	–	–	0.09%	158
2025 Q4	$811K	Sell	81,850 -10,300	-11%	-$103K	0.09%	149
2025 Q3	$935K	Sell	92,150 -2,900	-3%	-$29.6K	0.1%	137
2025 Q2	$975K	Sell	95,050 -7,700	-7%	-$76.1K	0.12%	133
2025 Q1	$1.03M	Buy	+102,750	New	+$1.04M	0.14%	106
2024 Q4	–	Sell	-116,950	Closed	-$1.23M	–	323
2024 Q3	$1.23M	Sell	116,950 -10,300	-8%	-$104K	0.18%	96
2024 Q2	$1.24M	Sell	127,250 -28,900	-19%	-$279K	0.2%	85
2024 Q1	$1.52M	Sell	156,150 -1,650	-1%	-$16.1K	0.25%	73
2023 Q4	$1.51M	Sell	157,800 -5,400	-3%	-$49.2K	0.3%	65
2023 Q3	$1.48M	Sell	163,200 -5,300	-3%	-$49.3K	0.35%	60
2023 Q2	$1.58M	Hold	168,500	–	–	0.37%	53
2023 Q1	$1.58M	Buy	+168,500	New	+$1.69M	0.37%	53

Other funds holding EVV

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FAG

Fortitude Advisory Group Gig Harbor, Washington $262M AUM 30.62% 1-Year Est. Return

MCFP

Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

NWF Advisory Services's EVV Position: Q3 2026 in Review

NWF Advisory Services reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 10% in Q3 2026, selling an estimated $66.9K and leaving 64,250 shares worth $543K. The position accounts for 0.05% of the portfolio, ranked #214.

NWF Advisory Services first reported a position in EVV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.58M in Q2 2023. 28 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

NWF Advisory Services held 64,250 shares of Eaton Vance Limited Duration Income Fund worth $543K as of Q3 2026.
NWF Advisory Services sold 7,400 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $66.9K.
Eaton Vance Limited Duration Income Fund made up 0.05% of NWF Advisory Services's portfolio in Q3 2026, its #214 holding.
NWF Advisory Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Eaton Vance Limited Duration Income Fund position peaked at $1.58M in Q2 2023.
28 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.