SWM
EVV

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
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
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return