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Strategic Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Strategic Wealth Partners’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
2025
Q3 		– Sell
-700
Closed -$7.18K – 1338
2025
Q2 		$7.18K Buy
+700
New +$6.92K ﹤0.01% 843

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CPIG
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Wealth Partners's EVV Position: Q3 2025 in Review

Strategic Wealth Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2025, closing a stake of 700 shares — an estimated $7.18K sold.

Strategic Wealth Partners first reported a position in EVV in Q2 2025 and held it in 1 quarter. The position peaked at $7.18K in Q2 2025. 141 funds tracked by Wall St. Rank hold EVV as of Q3 2025.

  • Strategic Wealth Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 700 Eaton Vance Limited Duration Income Fund shares in Q3 2025, an estimated $7.18K.
  • Strategic Wealth Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's Eaton Vance Limited Duration Income Fund position peaked at $7.18K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2025.

Based on Strategic Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.