AWA
EVG

Arete Wealth Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Arete Wealth Advisors’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 		– Sell
-25,126
Closed -$345K – 341
2026
Q1 		$345K Buy
+25,126
New +$273K 0.03% 297

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

Arete Wealth Advisors's EVG Position: Q2 2026 in Review

Arete Wealth Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2026, closing a stake of 25,126 shares — an estimated $345K sold.

Arete Wealth Advisors first reported a position in EVG in Q1 2026 and held it in 1 quarter. The position peaked at $345K in Q1 2026. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Arete Wealth Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 25,126 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $345K.
  • Arete Wealth Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2026 and held it in 1 quarter.
  • Arete Wealth Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $345K in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.