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Formidable Asset Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Formidable Asset 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
Q2 		$424K Sell
30,755
-497
-2% -$7.25K 0.07% 256
2026
Q1 		$479K Hold
31,252
– – 0.07% 235
2025
Q4 		$497K Hold
31,252
– – 0.07% 253
2025
Q3 		$483K Sell
31,252
-4,600
-13% -$72.4K 0.08% 242
2025
Q2 		$511K Hold
35,852
– – 0.09% 224
2025
Q1 		$511K Sell
35,852
-1,235
-3% -$18.5K 0.09% 223
2024
Q4 		$554K Sell
37,087
-400
-1% -$5.95K 0.09% 215
2024
Q3 		$549K Hold
37,487
– – 0.09% 210
2024
Q2 		$527K Hold
37,487
– – 0.09% 228
2024
Q1 		$501K Sell
37,487
-2,300
-6% -$29.3K 0.08% 225
2023
Q4 		$485K Sell
39,787
-1,275
-3% -$14.8K 0.1% 174
2023
Q3 		$474K Sell
41,062
-1,000
-2% -$12.1K 0.11% 175
2023
Q2 		$524K Buy
42,062
+392
+0.9% +$4.61K 0.11% 166
2023
Q1 		$481K Hold
41,670
– – 0.1% 179
2022
Q4 		$453K Hold
41,670
– – 0.1% 176
2022
Q3 		$496K Hold
41,670
– – 0.12% 157
2022
Q2 		$472K Hold
41,670
– – 0.11% 172
2022
Q1 		$582K Buy
+41,670
New +$582K 0.11% 159
2021
Q4 		– Sell
-46,420
Closed -$648K – 334
2021
Q3 		$648K Hold
46,420
– – 0.12% 163
2021
Q2 		$663K Sell
46,420
-2,034
-4% -$27.6K 0.14% 151
2021
Q1 		$621K Hold
48,454
– – 0.14% 141
2020
Q4 		$584K Buy
+48,454
New +$563K 0.14% 141
2020
Q3 		– Sell
-42,093
Closed -$461K – 277
2020
Q2 		$461K Hold
42,093
– – 0.14% 144
2020
Q1 		$392K Buy
+42,093
New +$484K 0.15% 122
2019
Q4 		– Sell
-49,710
Closed -$593K – 242
2019
Q3 		$593K Buy
+49,710
New +$592K 0.55% 31
2018
Q4 		– Sell
-45,710
Closed -$587K – 97
2018
Q3 		$587K Sell
45,710
-100
-0.2% -$1.27K 0.23% 82
2018
Q2 		$555K Buy
45,810
+4,000
+10% +$48.7K 0.24% 79
2018
Q1 		$484K Sell
41,810
-2,850
-6% -$34.2K 0.24% 75
2017
Q4 		$544K Hold
44,660
– – 0.25% 83
2017
Q3 		$521K Buy
+44,660
New +$510K 0.22% 103
2017
Q2 		– Sell
-44,660
Closed -$502K – 188
2017
Q1 		$502K Buy
44,660
+275
+0.6% +$2.98K 0.22% 108
2016
Q4 		$459K Sell
44,385
-500
-1% -$5.19K 0.23% 108
2016
Q3 		$481K Buy
44,885
+1,375
+3% +$14.7K 0.24% 102
2016
Q2 		$461K Hold
43,510
– – 0.26% 98
2016
Q1 		$457K Sell
43,510
-2,795
-6% -$28.8K 0.32% 79
2015
Q4 		$501K Buy
46,305
+1,775
+4% +$19.9K 0.35% 66
2015
Q3 		$457K Hold
44,530
– – 0.31% 73
2015
Q2 		$506K Hold
44,530
– – 0.32% 71
2015
Q1 		$513K Sell
44,530
-20
-0% -$226 0.34% 65
2014
Q4 		$498K Hold
44,550
– – 0.34% 69
2014
Q3 		$523K Sell
44,550
-100
-0.2% -$1.17K 0.35% 70
2014
Q2 		$522K Hold
44,650
– – 0.32% 79
2014
Q1 		$500K Hold
44,650
– – 0.35% 64
2013
Q4 		$488K Hold
44,650
– – 0.33% 75
2013
Q3 		$461K Buy
+44,650
New +$465K 0.4% 67

Other funds holding ETY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SHFG
S Harris Financial Group San Antonio, Texas $129M AUM
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Formidable Asset Management's ETY Position: Q2 2026 in Review

Formidable Asset Management reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.6% in Q2 2026, selling an estimated $7.25K and leaving 30,755 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #256.

Formidable Asset Management first reported a position in ETY in Q3 2013 and has held it in 45 quarters since. The position peaked at $663K in Q2 2021. 58 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Formidable Asset Management held 30,755 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $424K as of Q2 2026.
  • Formidable Asset Management sold 497 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $7.25K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.07% of Formidable Asset Management's portfolio in Q2 2026, its #256 holding.
  • Formidable Asset Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2013 and has held it in 45 quarters since.
  • Formidable Asset Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $663K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.