AWM
EVG

AE Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

AE Wealth Management’s Portfolio EVG Stock Details EVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
120,530
+14,066
+13% +$151K 0.01% 810
2026
Q1 		$1.14M Buy
106,464
+14,177
+15% +$154K 0.01% 807
2025
Q4 		$1.01M Buy
92,287
+1,926
+2% +$21.3K 0.01% 796
2025
Q3 		$1.02M Buy
90,361
+246
+0.3% +$2.76K 0.01% 747
2025
Q2 		$994K Buy
90,115
+6,771
+8% +$73.1K 0.01% 723
2025
Q1 		$915K Buy
83,344
+540
+0.7% +$5.96K 0.01% 725
2024
Q4 		$904K Buy
82,804
+21,876
+36% +$244K 0.01% 726
2024
Q3 		$681K Buy
60,928
+1,418
+2% +$15.7K 0.01% 803
2024
Q2 		$643K Buy
59,510
+1,988
+3% +$21.3K 0.01% 813
2024
Q1 		$607K Sell
57,522
-78
-0.1% -$827 0.01% 772
2023
Q4 		$606K Buy
57,600
+3,097
+6% +$31.4K ﹤0.01% 1341
2023
Q3 		$565K Sell
54,503
-12
-0% -$121 ﹤0.01% 1311
2023
Q2 		$535K Buy
54,515
+15,747
+41% +$155K ﹤0.01% 1360
2023
Q1 		$405K Buy
38,768
+9,749
+34% +$102K ﹤0.01% 1437
2022
Q4 		$296K Sell
29,019
-4,692
-14% -$50K ﹤0.01% 1505
2022
Q3 		$330K Sell
33,711
-4,532
-12% -$49.6K ﹤0.01% 1433
2022
Q2 		$411K Sell
38,243
-31,646
-45% -$340K ﹤0.01% 1301
2022
Q1 		$808K Buy
+69,889
New +$859K 0.01% 998

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AE Wealth Management's EVG Position: Q2 2026 in Review

AE Wealth Management increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 13% in Q2 2026, buying an estimated $151K and bringing the position to 120,530 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #810.

AE Wealth Management first reported a position in EVG in Q1 2022 and has held it in 18 quarters since. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • AE Wealth Management held 120,530 shares of Eaton Vance Short Duration Diversified Income Fund worth $1.3M as of Q2 2026.
  • AE Wealth Management bought 14,066 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $151K.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #810 holding.
  • AE Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2022 and has held it in 18 quarters since.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.