Benjamin Edwards Inc’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Benjamin Edwards Inc’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	$421K	Buy	28,988 +300	+1%	+$4.38K	﹤0.01%	1116
2026 Q1	$396K	Buy	28,688 +335	+1%	+$4.95K	﹤0.01%	1071
2025 Q4	$435K	Buy	28,353 +5,623	+25%	+$87.2K	﹤0.01%	993
2025 Q3	$361K	Buy	+22,730	New	+$358K	﹤0.01%	1034

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

Benjamin Edwards Inc's ETY Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1% in Q2 2026, buying an estimated $4.38K and bringing the position to 28,988 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Benjamin Edwards Inc first reported a position in ETY in Q3 2025 and has held it in 4 quarters since. The position peaked at $435K in Q4 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Benjamin Edwards Inc held 28,988 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $421K as of Q2 2026.
Benjamin Edwards Inc bought 300 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $4.38K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1116 holding.
Benjamin Edwards Inc first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
Benjamin Edwards Inc's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $435K in Q4 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.