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 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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

NWF Advisory Services reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 12% in Q2 2026, selling an estimated $95.5K and leaving 71,650 shares worth $671K. The position accounts for 0.06% of the portfolio, ranked #181.

NWF Advisory Services first reported a position in EVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.58M in Q2 2023. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

NWF Advisory Services held 71,650 shares of Eaton Vance Limited Duration Income Fund worth $671K as of Q2 2026.
NWF Advisory Services sold 10,200 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $95.5K.
Eaton Vance Limited Duration Income Fund made up 0.06% of NWF Advisory Services's portfolio in Q2 2026, its #181 holding.
NWF Advisory Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Eaton Vance Limited Duration Income Fund position peaked at $1.58M in Q2 2023.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.