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Atomi Financial Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Atomi Financial Group’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
Q1 		$496K Sell
35,966
-46,887
-57% -$692K 0.02% 718
2025
Q4 		$1.27M Buy
82,853
+2,337
+3% +$36.2K 0.04% 336
2025
Q3 		$1.28M Buy
80,516
+3,009
+4% +$47.4K 0.04% 306
2025
Q2 		$1.2M Buy
77,507
+2,654
+4% +$38K 0.05% 285
2025
Q1 		$1.07M Buy
74,853
+6,401
+9% +$96.1K 0.05% 296
2024
Q4 		$1.02M Buy
68,452
+33,640
+97% +$500K 0.05% 264
2024
Q3 		$510K Buy
34,812
+422
+1% +$5.93K 0.03% 442
2024
Q2 		$483K Buy
34,390
+4,682
+16% +$63.2K 0.04% 413
2024
Q1 		$397K Buy
29,708
+286
+1% +$3.65K 0.04% 426
2023
Q4 		$359K Sell
29,422
-632
-2% -$7.31K 0.05% 359
2023
Q3 		$347K Sell
30,054
-822
-3% -$9.97K 0.12% 212
2023
Q2 		$385K Sell
30,876
-435
-1% -$5.11K 0.18% 153
2023
Q1 		$365K Buy
+31,311
New +$362K 0.2% 122

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atomi Financial Group's ETY Position: Q1 2026 in Review

Atomi Financial Group reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 57% in Q1 2026, selling an estimated $692K and leaving 35,966 shares worth $496K. The position accounts for 0.02% of the portfolio, ranked #718.

Atomi Financial Group first reported a position in ETY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Atomi Financial Group held 35,966 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $496K as of Q1 2026.
  • Atomi Financial Group sold 46,887 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $692K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #718 holding.
  • Atomi Financial Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.28M in Q3 2025.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.