Creative Planning’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Creative Planning’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	$620K	Buy	44,987 +594	+1%	+$8.77K	﹤0.01%	2856
2025 Q4	$681K	Buy	44,393 +222	+0.5%	+$3.44K	﹤0.01%	2585
2025 Q3	$702K	Sell	44,171 -1,942	-4%	-$30.6K	﹤0.01%	2428
2025 Q2	$713K	Buy	46,113 +13,476	+41%	+$193K	﹤0.01%	2140
2025 Q1	$465K	Sell	32,637 -2,107	-6%	-$31.6K	﹤0.01%	2349
2024 Q4	$519K	Sell	34,744 -75	-0.2%	-$1.12K	﹤0.01%	2184
2024 Q3	$510K	Buy	34,819 +4,955	+17%	+$69.6K	﹤0.01%	2094
2024 Q2	$420K	Buy	29,864 +1,175	+4%	+$15.9K	﹤0.01%	2085
2024 Q1	$383K	Sell	28,689 -2,599	-8%	-$33.1K	﹤0.01%	2052
2023 Q4	$381K	Buy	31,288 +9,733	+45%	+$113K	﹤0.01%	1908
2023 Q3	$249K	Buy	21,555 +3,120	+17%	+$37.8K	﹤0.01%	2085
2023 Q2	$230K	Sell	18,435 -2,000	-10%	-$23.5K	﹤0.01%	2114
2023 Q1	$238K	Sell	20,435 -2,064	-9%	-$23.8K	﹤0.01%	1989
2022 Q4	$244K	Buy	22,499 +6,722	+43%	+$77.2K	﹤0.01%	1874
2022 Q3	$171K	Buy	15,777 +2,120	+16%	+$26.2K	﹤0.01%	1946
2022 Q2	$155K	Sell	13,657 -1,300	-9%	-$16.1K	﹤0.01%	1916
2022 Q1	$209K	Buy	+14,957	New	+$209K	﹤0.01%	1869
2020 Q1	–	Sell	-10,428	Closed	-$131K	–	1936
2019 Q4	$131K	Sell	10,428 -8,490	-45%	-$103K	﹤0.01%	1720
2019 Q3	$225K	Sell	18,918 -384	-2%	-$4.57K	﹤0.01%	1530
2019 Q2	$231K	Buy	19,302 +1,076	+6%	+$12.6K	﹤0.01%	1525
2019 Q1	$206K	Buy	18,226 +1,514	+9%	+$16.8K	﹤0.01%	1568
2018 Q4	$170K	Buy	16,712 +368	+2%	+$4.22K	﹤0.01%	1540
2018 Q3	$210K	Buy	16,344 +1,998	+14%	+$25.3K	﹤0.01%	1641
2018 Q2	$174K	Buy	14,346 +876	+7%	+$10.7K	﹤0.01%	1672
2018 Q1	$156K	Sell	13,470 -26,483	-66%	-$317K	﹤0.01%	1667
2017 Q4	$487K	Sell	39,953 -18,700	-32%	-$222K	﹤0.01%	1085
2017 Q3	$684K	Sell	58,653 -1,500	-2%	-$17.1K	﹤0.01%	892
2017 Q2	$679K	Buy	60,153 +22,895	+61%	+$259K	﹤0.01%	863
2017 Q1	$412K	Sell	37,258 -28,530	-43%	-$309K	﹤0.01%	1098
2016 Q4	$681K	Buy	65,788 +35,328	+116%	+$367K	﹤0.01%	787
2016 Q3	$326K	Buy	30,460 +18,142	+147%	+$194K	﹤0.01%	1137
2016 Q2	$128K	Buy	12,318 +2,300	+23%	+$24K	﹤0.01%	1515
2016 Q1	$107K	Sell	10,018 -10,431	-51%	-$107K	﹤0.01%	1577
2015 Q4	$229K	Buy	20,449 +3,300	+19%	+$37K	﹤0.01%	1125
2015 Q3	$176K	Buy	17,149 +4,327	+34%	+$48.4K	﹤0.01%	1264
2015 Q2	$146K	Buy	12,822 +4,374	+52%	+$50.3K	﹤0.01%	935
2015 Q1	$96K	Buy	8,448 +2,148	+34%	+$24.3K	﹤0.01%	1594
2014 Q4	$70K	Hold	6,300	–	–	﹤0.01%	1767
2014 Q3	$72K	Sell	6,300 -6,700	-52%	-$78.5K	﹤0.01%	1681
2014 Q2	$152K	Buy	13,000 +100	+0.8%	+$1.14K	﹤0.01%	1187
2014 Q1	$144K	Hold	12,900	–	–	﹤0.01%	1168
2013 Q4	$141K	Sell	12,900 -4,600	-26%	-$49.1K	﹤0.01%	1015
2013 Q3	$176K	Buy	17,500 +5,000	+40%	+$52K	﹤0.01%	820
2013 Q2	$127K	Buy	+12,500	New	+$129K	﹤0.01%	863

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

Creative Planning's ETY Position: Q1 2026 in Review

Creative Planning increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.3% in Q1 2026, buying an estimated $8.77K and bringing the position to 44,987 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

Creative Planning first reported a position in ETY in Q2 2013 and has held it in 44 quarters since. The position peaked at $713K in Q2 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Creative Planning held 44,987 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $620K as of Q1 2026.
Creative Planning bought 594 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $8.77K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2856 holding.
Creative Planning first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 44 quarters since.
Creative Planning's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $713K in Q2 2025.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.