Atria Wealth Solutions’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-15,275	Closed	-$168K	–	1588
2025 Q1	$168K	Hold	15,275	–	–	﹤0.01%	1748
2024 Q4	$167K	Hold	15,275	–	–	﹤0.01%	1859
2024 Q3	$171K	Hold	15,275	–	–	﹤0.01%	1815
2024 Q2	$165K	Hold	15,275	–	–	﹤0.01%	1812
2024 Q1	$161K	Sell	15,275 -3,700	-19%	-$39.2K	﹤0.01%	1853
2023 Q4	$197K	Hold	18,975	–	–	﹤0.01%	1786
2023 Q3	$197K	Hold	18,975	–	–	﹤0.01%	1708
2023 Q2	$186K	Hold	18,975	–	–	﹤0.01%	1717
2023 Q1	$198K	Buy	18,975 +8,700	+85%	+$91.3K	﹤0.01%	1682
2022 Q4	$105K	Hold	10,275	–	–	﹤0.01%	1697
2022 Q3	$101K	Buy	+10,275	New	+$112K	﹤0.01%	1637

Other funds holding EVG

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Atria Wealth Solutions's EVG Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2025, closing a stake of 15,275 shares — an estimated $168K sold.

Atria Wealth Solutions first reported a position in EVG in Q3 2022 and held it in 11 quarters. The position peaked at $198K in Q1 2023. 42 funds tracked by Wall St. Rank hold EVG as of Q2 2025.

Atria Wealth Solutions reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 15,275 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2025, an estimated $168K.
Atria Wealth Solutions first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2022 and held it in 11 quarters.
Atria Wealth Solutions's Eaton Vance Short Duration Diversified Income Fund position peaked at $198K in Q1 2023.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.