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

Capital Investment 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	–	Sell	-14,920	Closed	-$206K	–	1312
2026 Q1	$206K	Sell	14,920 -7,643	-34%	-$113K	0.02%	623
2025 Q4	$346K	Sell	22,563 -124	-0.5%	-$1.92K	0.02%	466
2025 Q3	$361K	Buy	22,687 +3,013	+15%	+$47.4K	0.03%	435
2025 Q2	$304K	Buy	19,674 +8,393	+74%	+$120K	0.02%	451
2025 Q1	$161K	Buy	11,281 +223	+2%	+$3.35K	0.01%	562
2024 Q4	$165K	Buy	+11,058	New	+$165K	0.02%	507
2019 Q4	–	Sell	-41	Closed	–	–	773
2019 Q3	$0	Hold	41	–	–	﹤0.01%	1394
2019 Q2	$0	Hold	41	–	–	﹤0.01%	1411
2019 Q1	$0	Hold	41	–	–	﹤0.01%	1221
2018 Q4	$0	Buy	+41	New	+$470	﹤0.01%	1197

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

Capital Investment Advisory Services's ETY Position: Q2 2026 in Review

Capital Investment Advisory Services sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026, closing a stake of 14,920 shares — an estimated $206K sold.

Capital Investment Advisory Services first reported a position in ETY in Q4 2018 and held it in 10 quarters. The position peaked at $361K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Capital Investment Advisory Services reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Capital Investment Advisory Services sold 14,920 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $206K.
Capital Investment Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2018 and held it in 10 quarters.
Capital Investment Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $361K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.