Sowell Financial Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Sowell Financial Services’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	$156K	Buy	14,463 +293	+2%	+$3.15K	0.01%	1110
2026 Q1	$151K	Buy	14,170 +292	+2%	+$3.17K	0.01%	1074
2025 Q4	$152K	Buy	13,878 +278	+2%	+$3.07K	0.01%	1058
2025 Q3	$154K	Buy	13,600 +268	+2%	+$3.01K	0.01%	1018
2025 Q2	$147K	Buy	13,332 +266	+2%	+$2.87K	0.01%	993
2025 Q1	$143K	Buy	+13,066	New	+$144K	0.01%	957
2023 Q2	–	Sell	-12,963	Closed	-$135K	–	636
2023 Q1	$135K	Buy	+12,963	New	+$136K	0.01%	716
2021 Q2	–	Sell	-11,027	Closed	-$147K	–	1187
2021 Q1	$147K	Buy	+11,027	New	+$144K	0.01%	1200

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

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

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

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

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

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) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sowell Financial Services's EVG Position: Q2 2026 in Review

Sowell Financial Services increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 2.1% in Q2 2026, buying an estimated $3.15K and bringing the position to 14,463 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #1110.

Sowell Financial Services first reported a position in EVG in Q1 2021 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

Sowell Financial Services held 14,463 shares of Eaton Vance Short Duration Diversified Income Fund worth $156K as of Q2 2026.
Sowell Financial Services bought 293 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $3.15K.
Eaton Vance Short Duration Diversified Income Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1110 holding.
Sowell Financial Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2021 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.