Arete Wealth Advisors, LLC
Position in EVG — Eaton Vance Short Duration Diversified Income Fund
CIK 1600151
CHICAGO, IL
Position in EVG
as of Mar 31, 2026
· filed May 20, 2026
Position Value
$268,596
New position
Shares Held
25,126
first reported quarter
Ownership
0.187%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Arete Wealth Advisors, LLC holds $38,346,488 across 16 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
528,076 | $8,021,474 | |
| 2 | TYG |
Tortoise Energy Infrastructure Corp
|
137,223 | $5,882,750 | |
| 3 | RIV |
Rivernorth Opportunities Fund, Inc.
|
440,153 | $5,132,183 | |
| 4 | AVK |
Advent Convertible & Income Fund
|
319,601 | $4,186,773 | |
| 5 | BGY |
BlackRock Enhanced International Dividend Trust
|
661,325 | $3,796,005 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
189,903 | $2,470,638 | |
| 7 | FSK |
FS KKR Capital Corp
|
208,580 | $2,190,090 | |
| 8 | BX |
Blackstone Inc.
|
14,076 | $1,656,322 |
All Filings in EVG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,596 | 25,126 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||