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 Q3	$613K	Buy	43,635 +423	+1%	+$6.08K	0.08%	252
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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

C2C Wealth Management Scottsdale, Arizona $128M AUM 19.37% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ignite Planners's ETY Position: Q3 2026 in Review

Ignite Planners increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 0.98% in Q3 2026, buying an estimated $6.08K and bringing the position to 43,635 shares worth $613K. The position accounts for 0.08% of the portfolio, ranked #252.

Ignite Planners first reported a position in ETY in Q2 2023 and has held it in 14 quarters since. The position peaked at $715K in Q3 2025. 37 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

Ignite Planners held 43,635 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $613K as of Q3 2026.
Ignite Planners bought 423 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $6.08K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.08% of Ignite Planners's portfolio in Q3 2026, its #252 holding.
Ignite Planners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2023 and has held it in 14 quarters since.
Ignite Planners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $715K in Q3 2025.
37 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

Based on Ignite Planners's 13F filing for Q3 2026, filed 14 Oct 2026.