Prospera Financial Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Prospera Financial 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	$123K	Buy	+13,128	New	+$123K	﹤0.01%	1428
2016 Q1	–	Sell	-17,009	Closed	-$217K	–	347
2015 Q4	$217K	Hold	17,009	–	–	0.05%	249
2015 Q3	$216K	Hold	17,009	–	–	0.05%	245
2015 Q2	$229K	Hold	17,009	–	–	0.05%	247
2015 Q1	$245K	Buy	+17,009	New	+$241K	0.05%	249

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

Prospera Financial Services's EVV Position: Q2 2026 in Review

Prospera Financial Services opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 13,128 shares worth $123K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in EVV as recently as Q4 2015.

Prospera Financial Services first reported a position in EVV in Q1 2015 and has held it in 5 quarters since. The position peaked at $245K in Q1 2015. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Prospera Financial Services held 13,128 shares of Eaton Vance Limited Duration Income Fund worth $123K as of Q2 2026.
Eaton Vance Limited Duration Income Fund was a new Prospera Financial Services position in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1428 holding.
Prospera Financial Services first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2015 and has held it in 5 quarters since.
Prospera Financial Services's Eaton Vance Limited Duration Income Fund position peaked at $245K in Q1 2015.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.