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

GPS Wealth Strategies Group’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 Q4	$1.74M	Sell	113,690 -117,226	-51%	-$1.82M	1.49%	14
2025 Q3	$3.67M	Sell	230,916 -2,639	-1%	-$41.5K	0.39%	46
2025 Q2	$3.61M	Sell	233,555 -1,287	-0.5%	-$18.4K	0.42%	45
2025 Q1	$3.35M	Buy	+234,842	New	+$3.52M	0.45%	42

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

GPS Wealth Strategies Group's ETY Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 51% in Q4 2025, selling an estimated $1.82M and leaving 113,690 shares worth $1.74M. The position accounts for 1.49% of the portfolio, ranked #14.

GPS Wealth Strategies Group first reported a position in ETY in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.67M in Q3 2025. 206 funds tracked by Wall St. Rank hold ETY as of Q4 2025.

GPS Wealth Strategies Group held 113,690 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $1.74M as of Q4 2025.
GPS Wealth Strategies Group sold 117,226 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $1.82M.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 1.49% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #14 holding.
GPS Wealth Strategies Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2025 and has held it in 4 quarters since.
GPS Wealth Strategies Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $3.67M in Q3 2025.
206 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.