IP
ETY icon

Ignite Planners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Ignite Planners’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 		$628K Sell
43,212
-983
-2% -$14.3K 0.09% 230
2026
Q1 		$609K Sell
44,195
-1,257
-3% -$18.6K 0.09% 217
2025
Q4 		$695K Buy
45,452
+496
+1% +$7.69K 0.11% 192
2025
Q3 		$715K Buy
44,956
+358
+0.8% +$5.64K 0.12% 174
2025
Q2 		$693K Sell
44,598
-2,614
-6% -$37.5K 0.12% 168
2025
Q1 		$660K Buy
47,212
+913
+2% +$13.7K 0.13% 160
2024
Q4 		$700K Buy
46,299
+412
+0.9% +$6.13K 0.15% 132
2024
Q3 		$672K Sell
45,887
-174
-0.4% -$2.44K 0.15% 131
2024
Q2 		$660K Sell
46,061
-1,754
-4% -$23.7K 0.16% 131
2024
Q1 		$633K Sell
47,815
-6,465
-12% -$82.4K 0.18% 131
2023
Q4 		$652K Sell
54,280
-1,111
-2% -$12.9K 0.19% 128
2023
Q3 		$636K Buy
55,391
+18,660
+51% +$226K 0.19% 134
2023
Q2 		$446K Buy
+36,731
New +$432K 0.17% 133

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

Ignite Planners's ETY Position: Q2 2026 in Review

Ignite Planners reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 2.2% in Q2 2026, selling an estimated $14.3K and leaving 43,212 shares worth $628K. The position accounts for 0.09% of the portfolio, ranked #230.

Ignite Planners first reported a position in ETY in Q2 2023 and has held it in 13 quarters since. The position peaked at $715K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Ignite Planners held 43,212 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $628K as of Q2 2026.
  • Ignite Planners sold 983 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $14.3K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.09% of Ignite Planners's portfolio in Q2 2026, its #230 holding.
  • Ignite Planners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2023 and has held it in 13 quarters since.
  • Ignite Planners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $715K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Ignite Planners's 13F filing for Q2 2026, filed 23 Jul 2026.