Marshall & Sterling Wealth Advisors Inc.
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 2056315
POUGHKEEPSIE, NY
Position in EVV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$31,858
-$272 QoQ
Shares Held
3,400
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#120
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, 2026Marshall & Sterling Wealth Advisors Inc. holds $2,144,659 across 12 Asset Management names. EVV ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NNY |
Nuveen New York Municipal Value Fund
|
64,849 | $566,780 | |
| 2 | AWP |
abrdn Global Premier Properties Fund
|
40,510 | $479,638 | |
| 3 | RFI |
Cohen & Steers Total Return Realty Fund Inc
|
40,718 | $460,927 | |
| 4 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
37,128 | $457,045 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
2,525 | $47,066 | |
| 6 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
3,538 | $37,927 | |
| 7 | HIX |
Western Asset High Income Fund II Inc.
|
8,422 | $33,351 | |
| 8 | EVV |
Eaton Vance Ltd Duration Income Fund
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|
3,400 | $31,858 |
All Filings in EVV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,858 | 3,400 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $32,130 | 3,400 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $33,694 | 3,400 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,510 | 3,400 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $34,884 | 3,400 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $33,932 | 3,400 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,218 | 3,400 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||