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Dynamic Advisor Solutions’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Dynamic Advisor Solutions’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 		$205K Buy
14,113
+3,410
+32% +$49.7K 0.01% 999
2026
Q1 		$148K Buy
+10,703
New +$158K ﹤0.01% 936

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Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dynamic Advisor Solutions's ETY Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 32% in Q2 2026, buying an estimated $49.7K and bringing the position to 14,113 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #999.

Dynamic Advisor Solutions first reported a position in ETY in Q1 2026 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Dynamic Advisor Solutions held 14,113 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $205K as of Q2 2026.
  • Dynamic Advisor Solutions bought 3,410 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $49.7K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #999 holding.
  • Dynamic Advisor Solutions first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.