Wela Strategies’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Wela Strategies’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	-46,649	Closed	-$479K	–	56
2025 Q2	$479K	Buy	46,649 +6	+0%	+$59	0.19%	39
2025 Q1	$465K	Buy	+46,643	New	+$472K	0.2%	40
2024 Q4	–	Sell	-45,107	Closed	-$474K	–	61
2024 Q3	$474K	Sell	45,107 -19,158	-30%	-$193K	0.21%	36
2024 Q2	$626K	Buy	64,265 +2,523	+4%	+$24.4K	0.29%	28
2024 Q1	$602K	Buy	+61,742	New	+$603K	0.28%	29

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wela Strategies's EVV Position: Q3 2025 in Review

Wela Strategies sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2025, closing a stake of 46,649 shares — an estimated $479K sold.

Wela Strategies first reported a position in EVV in Q1 2024 and held it in 5 quarters. The position peaked at $626K in Q2 2024. 141 funds tracked by Wall St. Rank hold EVV as of Q3 2025.

Wela Strategies reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2025 after selling out during the quarter.
Wela Strategies sold 46,649 Eaton Vance Limited Duration Income Fund shares in Q3 2025, an estimated $479K.
Wela Strategies first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2024 and held it in 5 quarters.
Wela Strategies's Eaton Vance Limited Duration Income Fund position peaked at $626K in Q2 2024.
141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2025.

Based on Wela Strategies's 13F filing for Q3 2025, filed 24 Oct 2025.