Spire Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Spire Wealth Management’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	$73.4K	Hold	7,838	–	–	﹤0.01%	1067
2026 Q1	$74.1K	Hold	7,838	–	–	﹤0.01%	1065
2025 Q4	$77.7K	Sell	7,838 -385	-5%	-$3.86K	﹤0.01%	1060
2025 Q3	$83.5K	Buy	8,223 +385	+5%	+$3.93K	﹤0.01%	1056
2025 Q2	$80.4K	Hold	7,838	–	–	﹤0.01%	1048
2025 Q1	$78.2K	Buy	7,838 +60	+0.8%	+$607	﹤0.01%	1130
2024 Q4	$76K	Buy	+7,778	New	+$79.5K	﹤0.01%	1136
2022 Q2	–	Sell	-8,636	Closed	-$101K	–	2707
2022 Q1	$101K	Sell	8,636 -153	-2%	-$1.85K	﹤0.01%	1160
2021 Q4	$115K	Buy	8,789 +1,951	+29%	+$25.7K	﹤0.01%	1342
2021 Q3	$90K	Buy	+6,838	New	+$90.8K	﹤0.01%	1229
2021 Q2	–	Sell	-893	Closed	-$11K	–	2696
2021 Q1	$11K	Buy	+893	New	+$11.2K	﹤0.01%	2376

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

Spire Wealth Management's EVV Position: Q2 2026 in Review

Spire Wealth Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 7,838 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Spire Wealth Management first reported a position in EVV in Q1 2021 and has held it in 11 quarters since. The position peaked at $115K in Q4 2021. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Spire Wealth Management held 7,838 shares of Eaton Vance Limited Duration Income Fund worth $73.4K as of Q2 2026.
Spire Wealth Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1067 holding.
Spire Wealth Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2021 and has held it in 11 quarters since.
Spire Wealth Management's Eaton Vance Limited Duration Income Fund position peaked at $115K in Q4 2021.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.