Cetera Investment Advisers

Cetera Investment Advisers’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Cetera Investment Advisers’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 Q1	$1.31M	Buy	122,950 +40,781	+50%	+$443K	﹤0.01%	2663
2025 Q4	$897K	Buy	82,169 +4,093	+5%	+$45.2K	﹤0.01%	2911
2025 Q3	$884K	Buy	78,076 +9,664	+14%	+$108K	﹤0.01%	2876
2025 Q2	$755K	Buy	68,412 +5,797	+9%	+$62.6K	﹤0.01%	2630
2025 Q1	$688K	Buy	62,615 +2,596	+4%	+$28.7K	﹤0.01%	2584
2024 Q4	$655K	Buy	60,019 +879	+1%	+$9.81K	﹤0.01%	2466
2024 Q3	$661K	Buy	59,140 +10,916	+23%	+$121K	﹤0.01%	2422
2024 Q2	$521K	Buy	48,224 +24,562	+104%	+$263K	﹤0.01%	2564
2024 Q1	$250K	Buy	+23,662	New	+$251K	﹤0.01%	3188

Other funds holding EVG

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

First Trust Advisors

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

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return