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Curio Wealth’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Curio Wealth’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
2025
Q2 		– Sell
-1
Closed -$28.4K – 376
2025
Q1 		$28.4K Sell
1
-1,899
-100% -$28.5K 0.01% 157
2024
Q4 		$28.4K Buy
+1,900
New +$28.3K 0.02% 152

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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Curio Wealth's ETY Position: Q2 2025 in Review

Curio Wealth sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2025, closing a stake of 1 share — an estimated $28.4K sold.

Curio Wealth first reported a position in ETY in Q4 2024 and held it in 2 quarters. The position peaked at $28.4K in Q1 2025. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

  • Curio Wealth reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Curio Wealth sold 1 Eaton Vance Tax-Managed Diversified Equity Income Fund share in Q2 2025, an estimated $28.4K.
  • Curio Wealth first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and held it in 2 quarters.
  • Curio Wealth's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $28.4K in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.