Wealth Enhancement Advisory Services’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Wealth Enhancement Advisory 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	$520K	Hold	55,769	–	–	﹤0.01%	2651
2026 Q1	$522K	Sell	55,769 -4,308	-7%	-$42K	﹤0.01%	2286
2025 Q4	$600K	Sell	60,077 -787	-1%	-$7.89K	﹤0.01%	2349
2025 Q3	$619K	Buy	60,864 +4,357	+8%	+$44.4K	﹤0.01%	2191
2025 Q2	$587K	Buy	+56,507	New	+$559K	﹤0.01%	2112
2023 Q4	–	Sell	-12,428	Closed	-$112K	–	2372
2023 Q3	$112K	Buy	+12,428	New	+$116K	﹤0.01%	2088

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

Wealth Enhancement Advisory Services's EVV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 55,769 shares worth $520K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Wealth Enhancement Advisory Services first reported a position in EVV in Q3 2023 and has held it in 6 quarters since. The position peaked at $619K in Q3 2025. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Wealth Enhancement Advisory Services held 55,769 shares of Eaton Vance Limited Duration Income Fund worth $520K as of Q2 2026.
Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2651 holding.
Wealth Enhancement Advisory Services first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and has held it in 6 quarters since.
Wealth Enhancement Advisory Services's Eaton Vance Limited Duration Income Fund position peaked at $619K in Q3 2025.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.