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

Avantax 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
2025
Q2 		$260K Buy
16,791
+26
+0.2% +$373 ﹤0.01% 2025
2025
Q1 		$239K Sell
16,765
-110
-0.7% -$1.65K ﹤0.01% 1987
2024
Q4 		$252K Buy
16,875
+272
+2% +$4.05K ﹤0.01% 1905
2024
Q3 		$243K Buy
16,603
+111
+0.7% +$1.56K ﹤0.01% 1898
2024
Q2 		$232K Buy
16,492
+4,788
+41% +$64.6K ﹤0.01% 1871
2024
Q1 		$156K Buy
11,704
+1,413
+14% +$18K ﹤0.01% 1566
2023
Q4 		$125K Buy
+10,291
New +$119K ﹤0.01% 1518
2023
Q2 		– Sell
-56,104
Closed -$655K – 1527
2023
Q1 		$655K Sell
56,104
-1,264
-2% -$14.6K 0.01% 810
2022
Q4 		$623K Buy
57,368
+6,983
+14% +$80.2K 0.01% 780
2022
Q3 		$547K Buy
50,385
+2,474
+5% +$30.5K 0.01% 734
2022
Q2 		$543K Buy
+47,911
New +$594K 0.01% 751
2022
Q1 		– Sell
-13,973
Closed -$210K – 1307
2021
Q4 		$210K Buy
13,973
+1,860
+15% +$27.2K ﹤0.01% 1153
2021
Q3 		$170K Buy
+12,113
New +$174K ﹤0.01% 1126

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

Avantax Advisory Services's ETY Position: Q2 2025 in Review

Avantax Advisory Services increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.16% in Q2 2025, buying an estimated $373 and bringing the position to 16,791 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

Avantax Advisory Services first reported a position in ETY in Q3 2021 and has held it in 13 quarters since. The position peaked at $655K in Q1 2023. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

  • Avantax Advisory Services held 16,791 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $260K as of Q2 2025.
  • Avantax Advisory Services bought 26 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2025, an estimated $373.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2025 holding.
  • Avantax Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2021 and has held it in 13 quarters since.
  • Avantax Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $655K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.