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

Apollon 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
2022 Q2	–	Sell	-17,254	Closed	-$199K	–	767
2022 Q1	$199K	Hold	17,254	–	–	0.01%	695
2021 Q4	$229K	Buy	17,254 +1,482	+9%	+$19.8K	0.02%	661
2021 Q3	$210K	Buy	15,772 +4,417	+39%	+$60.1K	0.03%	426
2021 Q2	$151K	Hold	11,355	–	–	0.03%	355
2021 Q1	$149K	Buy	+11,355	New	+$148K	0.03%	331

Other funds holding EVG

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return