Kanen Wealth Management LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1681614
COCONUT CREEK, FL
Position in EVV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,357,771
+$768,510 QoQ
Shares Held
465,077
+22.4% QoQ
Ownership
0.400%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#15
of 145 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Kanen Wealth Management LLC holds $31,556,713 across 9 Asset Management names. EVV ranks #4 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DPG |
Duff & Phelps Utility & Infrastructure Fund Inc.
|
519,540 | $7,709,973 | |
| 2 | JFR |
Nuveen Floating Rate Income Fund
|
959,147 | $7,356,657 | |
| 3 | JRS |
Nuveen Real Estate Income Fund
|
736,168 | $6,205,896 | |
| 4 | EVV |
Eaton Vance Ltd Duration Income Fund
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|
465,077 | $4,357,771 | |
| 5 | NRO |
Neuberger Real Estate Securities Income Fund Inc
|
738,804 | $2,238,576 | |
| 6 | HIO |
Western Asset High Income Opportunity Fund Inc.
|
490,454 | $1,785,252 | |
| 7 | HYT |
Blackrock Corporate High Yield Fund, Inc.
|
117,800 | $1,008,368 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
26,800 | $787,920 |
All Filings in EVV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,357,771 | 465,077 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,589,261 | 379,816 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,519,199 | 355,116 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,074,352 | 401,414 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,120,097 | 401,569 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,664,845 | 367,219 | Shares | Sole | 2025-06-13 | |
| 2024-12-31 | $2,239,528 | 229,225 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||