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

Ameritas Advisory Services’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	$906K	Buy	62,297 +22,313	+56%	+$326K	0.02%	587
2026 Q1	$551K	Sell	39,984 -200	-0.5%	-$2.95K	0.02%	546
2025 Q4	$616K	Sell	40,184 -12,369	-24%	-$192K	0.02%	497
2025 Q3	$836K	Buy	52,553 +15,288	+41%	+$241K	0.05%	284
2025 Q2	$576K	Sell	37,265 -14,302	-28%	-$205K	0.03%	470
2025 Q1	$770K	Hold	51,567	–	–	0.03%	474
2024 Q4	$771K	Buy	51,567 +1,178	+2%	+$17.5K	0.03%	482
2024 Q3	$738K	Buy	50,389 +7,415	+17%	+$104K	0.03%	448
2024 Q2	$604K	Buy	42,974 +605	+1%	+$8.16K	0.02%	534
2024 Q1	$565K	Buy	+42,369	New	+$540K	0.02%	522
2023 Q4	–	Sell	-48,129	Closed	-$548K	–	734
2023 Q3	$548K	Buy	48,129 +1,275	+3%	+$15.5K	0.03%	481
2023 Q2	$569K	Hold	46,854	–	–	0.07%	262
2023 Q1	$547K	Sell	46,854 -15,479	-25%	-$179K	0.03%	459
2022 Q4	$677K	Buy	62,333 +27,284	+78%	+$313K	0.03%	450
2022 Q3	$381K	Buy	35,049 +1,225	+4%	+$15.1K	0.02%	511
2022 Q2	$383K	Buy	33,824 +49	+0.1%	+$607	0.02%	533
2022 Q1	$472K	Buy	33,775 +272	+0.8%	+$3.8K	0.02%	514
2021 Q4	$504K	Buy	+33,503	New	+$489K	0.02%	506

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameritas Advisory Services's ETY Position: Q2 2026 in Review

Ameritas Advisory Services increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 56% in Q2 2026, buying an estimated $326K and bringing the position to 62,297 shares worth $906K. The position accounts for 0.02% of the portfolio, ranked #587.

Ameritas Advisory Services first reported a position in ETY in Q4 2021 and has held it in 18 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Ameritas Advisory Services held 62,297 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $906K as of Q2 2026.
Ameritas Advisory Services bought 22,313 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $326K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #587 holding.
Ameritas Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 18 quarters since.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.