Cetera Investment Advisers
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Cetera Investment Advisers’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Cetera Investment Advisers’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 		$4.23M Buy
306,604
+48,075
+19% +$710K ﹤0.01% 1630
2025
Q4 		$3.97M Sell
258,529
-2,202
-0.8% -$34.2K ﹤0.01% 1624
2025
Q3 		$4.15M Buy
260,731
+19,445
+8% +$306K ﹤0.01% 1559
2025
Q2 		$3.73M Buy
241,286
+31,731
+15% +$455K 0.01% 1388
2025
Q1 		$2.99M Buy
209,555
+34,771
+20% +$522K 0.01% 1448
2024
Q4 		$2.61M Buy
174,784
+13,652
+8% +$203K 0.01% 1453
2024
Q3 		$2.36M Buy
161,132
+8,170
+5% +$115K 0.01% 1510
2024
Q2 		$2.15M Buy
152,962
+10,870
+8% +$147K ﹤0.01% 1516
2024
Q1 		$1.9M Buy
142,092
+117,741
+484% +$1.5M ﹤0.01% 1594
2023
Q4 		$297K Sell
24,351
-6,685
-22% -$77.4K ﹤0.01% 1792
2023
Q3 		$358K Sell
31,036
-450
-1% -$5.46K ﹤0.01% 1609
2023
Q2 		$392K Buy
31,486
+348
+1% +$4.09K ﹤0.01% 1585
2023
Q1 		$363K Buy
31,138
+328
+1% +$3.79K ﹤0.01% 1601
2022
Q4 		$335K Buy
30,810
+4,097
+15% +$47.1K ﹤0.01% 1590
2022
Q3 		$290K Sell
26,713
-6,138
-19% -$75.8K 0.01% 1286
2022
Q2 		$372K Buy
32,851
+1,365
+4% +$16.9K 0.01% 1280
2022
Q1 		$440K Buy
31,486
+6,248
+25% +$87.2K 0.01% 1246
2021
Q4 		$380K Buy
25,238
+262
+1% +$3.83K 0.01% 1348
2021
Q3 		$348K Sell
24,976
-6,913
-22% -$99.1K 0.01% 1341
2021
Q2 		$449K Buy
31,889
+1,722
+6% +$23.4K 0.01% 1180
2021
Q1 		$385K Sell
30,167
-1,695
-5% -$21.2K 0.01% 1112
2020
Q4 		$390K Buy
+31,862
New +$370K 0.01% 1095

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

Cetera Investment Advisers's ETY Position: Q1 2026 in Review

Cetera Investment Advisers increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 19% in Q1 2026, buying an estimated $710K and bringing the position to 306,604 shares worth $4.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

Cetera Investment Advisers first reported a position in ETY in Q4 2020 and has held it in 22 quarters since. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Cetera Investment Advisers held 306,604 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $4.23M as of Q1 2026.
  • Cetera Investment Advisers bought 48,075 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $710K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1630 holding.
  • Cetera Investment Advisers first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 22 quarters since.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.