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

HHM Wealth Advisors’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	$56.4K	Buy	3,878 +77	+2%	+$1.12K	0.01%	372
2026 Q1	$52.4K	Buy	3,801 +77	+2%	+$1.14K	0.01%	364
2025 Q4	$57.1K	Buy	3,724 +70	+2%	+$1.09K	0.01%	343
2025 Q3	$58.1K	Buy	3,654 +67	+2%	+$1.05K	0.01%	355
2025 Q2	$55.5K	Buy	3,587 +72	+2%	+$1.03K	0.01%	358
2025 Q1	$50.1K	Buy	3,515 +69	+2%	+$1.03K	0.01%	365
2024 Q4	$51.5K	Buy	3,446 +68	+2%	+$1.01K	0.01%	344
2024 Q3	$49.5K	Buy	+3,378	New	+$47.4K	0.01%	345
2022 Q3	–	Sell	-2,000	Closed	-$23K	–	688
2022 Q2	$23K	Hold	2,000	–	–	0.01%	401
2022 Q1	$28K	Hold	2,000	–	–	0.01%	390
2021 Q4	$30K	Hold	2,000	–	–	0.01%	368
2021 Q3	$28K	Hold	2,000	–	–	0.01%	369
2021 Q2	$28K	Hold	2,000	–	–	0.01%	359
2021 Q1	$26K	Hold	2,000	–	–	0.01%	348
2020 Q4	$25K	Hold	2,000	–	–	0.01%	332
2020 Q3	$22K	Hold	2,000	–	–	0.01%	304
2020 Q2	$22K	Hold	2,000	–	–	0.01%	297
2020 Q1	$19K	Buy	+2,000	New	+$23K	0.01%	303

Other funds holding ETY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

HHM Wealth Advisors's ETY Position: Q2 2026 in Review

HHM Wealth Advisors increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 2% in Q2 2026, buying an estimated $1.12K and bringing the position to 3,878 shares worth $56.4K. The position accounts for 0.01% of the portfolio, ranked #372.

HHM Wealth Advisors first reported a position in ETY in Q1 2020 and has held it in 18 quarters since. The position peaked at $58.1K in Q3 2025. 64 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

HHM Wealth Advisors held 3,878 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $56.4K as of Q2 2026.
HHM Wealth Advisors bought 77 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $1.12K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #372 holding.
HHM Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and has held it in 18 quarters since.
HHM Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $58.1K in Q3 2025.
64 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.