Wealth Enhancement Advisory Services

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

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Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Sandy Cove Advisors Hingham, Massachusetts $400M AUM 27.68% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return