WE
EVV

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

Wealth Effects’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 		$344K Buy
36,745
+650
+2% +$6.08K 0.09% 171
2026
Q1 		$341K Buy
+36,095
New +$352K 0.12% 142

Other funds holding EVV

Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Effects's EVV Position: Q2 2026 in Review

Wealth Effects increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 1.8% in Q2 2026, buying an estimated $6.08K and bringing the position to 36,745 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #171.

Wealth Effects first reported a position in EVV in Q1 2026 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Wealth Effects held 36,745 shares of Eaton Vance Limited Duration Income Fund worth $344K as of Q2 2026.
  • Wealth Effects bought 650 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $6.08K.
  • Eaton Vance Limited Duration Income Fund made up 0.09% of Wealth Effects's portfolio in Q2 2026, its #171 holding.
  • Wealth Effects first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.