Cassaday & Co Wealth Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Cassaday & Co Wealth Management’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	$68.8K	Buy	+4,992	New	+$73.7K	﹤0.01%	542
2024 Q2	–	Sell	-10,365	Closed	-$138K	–	297
2024 Q1	$138K	Buy	+10,365	New	+$132K	﹤0.01%	289

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cassaday & Co Wealth Management's ETY Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2026: 4,992 shares worth $68.8K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings. This is a return to the name: Cassaday & Co Wealth Management previously reported a position in ETY as recently as Q1 2024.

Cassaday & Co Wealth Management first reported a position in ETY in Q1 2024 and has held it in 2 quarters since. The position peaked at $138K in Q1 2024. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Cassaday & Co Wealth Management held 4,992 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $68.8K as of Q1 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Cassaday & Co Wealth Management position in Q1 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #542 holding.
Cassaday & Co Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2024 and has held it in 2 quarters since.
Cassaday & Co Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $138K in Q1 2024.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.