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 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 $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NWF Advisory Services's EVV Position: Q1 2026 in Review

NWF Advisory Services held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q1 2026 at 81,850 shares worth $773K. The position accounts for 0.09% of the portfolio, ranked #158.

NWF Advisory Services first reported a position in EVV in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.58M in Q2 2023. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

NWF Advisory Services held 81,850 shares of Eaton Vance Limited Duration Income Fund worth $773K as of Q1 2026.
NWF Advisory Services left its Eaton Vance Limited Duration Income Fund share count unchanged in Q1 2026.
Eaton Vance Limited Duration Income Fund made up 0.09% of NWF Advisory Services's portfolio in Q1 2026, its #158 holding.
NWF Advisory Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's Eaton Vance Limited Duration Income Fund position peaked at $1.58M in Q2 2023.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.