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Action Point Financial Planning’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Action Point Financial Planning’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
+15,290
New +$223K 0.02% 411

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Action Point Financial Planning's ETY Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026: 15,290 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings.

210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Action Point Financial Planning held 15,290 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $222K as of Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Action Point Financial Planning position in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #411 holding.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.