Guardian Wealth Advisors (North Carolina)’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$2.26M	Hold	164,227	–	–	0.14%	99
2025 Q4	$2.52M	Sell	164,227 -383	-0.2%	-$5.94K	0.16%	86
2025 Q3	$2.62M	Hold	164,610	–	–	0.17%	83
2025 Q2	$2.55M	Hold	164,610	–	–	0.18%	79
2025 Q1	$2.35M	Hold	164,610	–	–	0.19%	78
2024 Q4	$2.46M	Sell	164,610 -6,104	-4%	-$90.8K	0.19%	75
2024 Q3	$2.5M	Sell	170,714 -2,049	-1%	-$28.8K	0.27%	54
2024 Q2	$2.43M	Sell	172,763 -1,938	-1%	-$26.1K	0.28%	51
2024 Q1	$2.33M	Sell	174,701 -2,429	-1%	-$31K	0.29%	49
2023 Q4	$2.16M	Sell	177,130 -13,353	-7%	-$155K	0.33%	47
2023 Q3	$2.2M	Sell	190,483 -6	-0%	-$73	0.37%	41
2023 Q2	$2.37M	Sell	190,489 -2,143	-1%	-$25.2K	0.41%	30
2023 Q1	$2.25M	Buy	192,632 +145	+0.1%	+$1.68K	0.39%	30
2022 Q4	$2.09M	Buy	192,487 +132	+0.1%	+$1.52K	0.4%	28
2022 Q3	$2.09M	Buy	192,355 +136	+0.1%	+$1.68K	0.39%	29
2022 Q2	$2.18M	Buy	+192,219	New	+$2.38M	0.4%	27

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

Guardian Wealth Advisors (North Carolina)'s ETY Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q1 2026 at 164,227 shares worth $2.26M. The position accounts for 0.14% of the portfolio, ranked #99.

Guardian Wealth Advisors (North Carolina) first reported a position in ETY in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.62M in Q3 2025. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 164,227 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $2.26M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.14% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #99 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2022 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $2.62M in Q3 2025.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.