CURA WEALTH ADVISORS, LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 2056729
CHICAGO, IL
Position in EVV
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$325,080
-$109,998 QoQ
Shares Held
34,400
-21.6% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026CURA WEALTH ADVISORS, LLC holds $45,705,808 across 18 Asset Management names. EVV ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
2,264,934 | $23,057,028 | |
| 2 | MFIC |
MidCap Financial Investment Corp
|
613,918 | $6,900,438 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
302,000 | $3,391,460 | |
| 4 | MQY |
Blackrock Muniyield Quality Fund, Inc.
|
270,000 | $2,964,600 | |
| 5 | EIM |
Eaton Vance Municipal Bond Fund
|
254,149 | $2,483,035 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
120,200 | $1,521,732 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
110,000 | $1,265,000 | |
| 8 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
79,003 | $1,128,162 |
All Filings in EVV
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $325,080 | 34,400 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $435,078 | 43,903 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $593,044 | 58,428 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,488,360 | 437,462 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,550,969 | 456,009 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,052,094 | 619,457 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||