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Atria Wealth Solutions’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$845K Buy
54,625
+25,689
+89% +$368K 0.02% 707
2025
Q1 		$413K Sell
28,936
-6,626
-19% -$99.4K 0.01% 1289
2024
Q4 		$532K Sell
35,562
-8,990
-20% -$134K 0.01% 1249
2024
Q3 		$653K Sell
44,552
-2,001
-4% -$28.1K 0.01% 1111
2024
Q2 		$654K Sell
46,553
-5,813
-11% -$78.4K 0.01% 1096
2024
Q1 		$700K Sell
52,366
-8,661
-14% -$110K 0.01% 1082
2023
Q4 		$744K Sell
61,027
-10,167
-14% -$118K 0.01% 1005
2023
Q3 		$822K Sell
71,194
-55,291
-44% -$671K 0.01% 902
2023
Q2 		$1.58M Buy
126,485
+1,465
+1% +$17.2K 0.02% 663
2023
Q1 		$1.46M Buy
125,020
+54,159
+76% +$626K 0.02% 658
2022
Q4 		$770K Buy
70,861
+14,995
+27% +$172K 0.01% 879
2022
Q3 		$611K Buy
55,866
+29,961
+116% +$370K 0.01% 924
2022
Q2 		$294K Sell
25,905
-27,439
-51% -$340K 0.01% 1223
2022
Q1 		$745K Buy
+53,344
New +$745K 0.01% 854

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Wealth Solutions's ETY Position: Q2 2025 in Review

Atria Wealth Solutions increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 89% in Q2 2025, buying an estimated $368K and bringing the position to 54,625 shares worth $845K. The position accounts for 0.02% of the portfolio, ranked #707.

Atria Wealth Solutions first reported a position in ETY in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.58M in Q2 2023. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

  • Atria Wealth Solutions held 54,625 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $845K as of Q2 2025.
  • Atria Wealth Solutions bought 25,689 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2025, an estimated $368K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #707 holding.
  • Atria Wealth Solutions first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.58M in Q2 2023.
  • 190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.