Prevail Innovative Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Prevail Innovative Wealth Advisors’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	–	Sell	-206,016	Closed	-$2.04M	–	199
2025 Q4	$2.04M	Buy	206,016 +8,186	+4%	+$82.1K	0.37%	99
2025 Q3	$2.01M	Buy	197,830 +34,638	+21%	+$353K	0.39%	93
2025 Q2	$1.67M	Buy	163,192 +16,473	+11%	+$163K	0.38%	88
2025 Q1	$1.46M	Buy	146,719 +24,268	+20%	+$246K	0.39%	82
2024 Q4	$1.2M	Buy	122,451 +15,444	+14%	+$158K	0.35%	88
2024 Q3	$1.12M	Buy	+107,007	New	+$1.08M	0.34%	91

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

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

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

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

Prevail Innovative Wealth Advisors's EVV Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026, closing a stake of 206,016 shares — an estimated $2.04M sold.

Prevail Innovative Wealth Advisors first reported a position in EVV in Q3 2024 and held it in 6 quarters. The position peaked at $2.04M in Q4 2025. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 206,016 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $2.04M.
Prevail Innovative Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and held it in 6 quarters.
Prevail Innovative Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $2.04M in Q4 2025.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.