Advisory Advocates’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Advisory Advocates’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	$309K	Buy	21,241 +350	+2%	+$5.11K	0.26%	133
2026 Q1	$288K	Buy	20,891 +300	+1%	+$4.43K	0.29%	123
2025 Q4	$316K	Buy	+20,591	New	+$319K	0.31%	114

Other funds holding ETY

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

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

Advisory Advocates's ETY Position: Q2 2026 in Review

Advisory Advocates increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.7% in Q2 2026, buying an estimated $5.11K and bringing the position to 21,241 shares worth $309K. The position accounts for 0.26% of the portfolio, ranked #133.

Advisory Advocates first reported a position in ETY in Q4 2025 and has held it in 3 quarters since. The position peaked at $316K in Q4 2025. 198 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Advisory Advocates held 21,241 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $309K as of Q2 2026.
Advisory Advocates bought 350 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $5.11K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.26% of Advisory Advocates's portfolio in Q2 2026, its #133 holding.
Advisory Advocates first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
Advisory Advocates's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $316K in Q4 2025.
198 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.