PI
EVV

PFG Investments’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

PFG Investments’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 		$291K Sell
31,037
-556
-2% -$5.2K 0.01% 955
2026
Q1 		$299K Buy
31,593
+367
+1% +$3.58K 0.01% 857
2025
Q4 		$309K Buy
31,226
+6,401
+26% +$64.2K 0.01% 794
2025
Q3 		$252K Buy
24,825
+5,141
+26% +$52.4K 0.01% 867
2025
Q2 		$202K Sell
19,684
-1,814
-8% -$17.9K 0.01% 914
2025
Q1 		$215K Buy
21,498
+264
+1% +$2.67K 0.01% 852
2024
Q4 		$207K Sell
21,234
-2,962
-12% -$30.3K 0.01% 889
2024
Q3 		$254K Buy
24,196
+1,851
+8% +$18.6K 0.02% 791
2024
Q2 		$218K Buy
22,345
+1,738
+8% +$16.8K 0.02% 783
2024
Q1 		$201K Buy
+20,607
New +$201K 0.01% 914

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

PFG Investments's EVV Position: Q2 2026 in Review

PFG Investments reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 1.8% in Q2 2026, selling an estimated $5.2K and leaving 31,037 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #955.

PFG Investments first reported a position in EVV in Q1 2024 and has held it in 10 quarters since. The position peaked at $309K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • PFG Investments held 31,037 shares of Eaton Vance Limited Duration Income Fund worth $291K as of Q2 2026.
  • PFG Investments sold 556 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $5.2K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of PFG Investments's portfolio in Q2 2026, its #955 holding.
  • PFG Investments first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2024 and has held it in 10 quarters since.
  • PFG Investments's Eaton Vance Limited Duration Income Fund position peaked at $309K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.