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Independent Advisor Alliance’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-24,586
Closed -$368K – 952
2024
Q4 		$368K Buy
+24,586
New +$366K ﹤0.01% 1055

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's ETY Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 24,586 shares — an estimated $368K sold.

Independent Advisor Alliance first reported a position in ETY in Q4 2024 and held it in 1 quarter. The position peaked at $368K in Q4 2024. 186 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 24,586 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $368K.
  • Independent Advisor Alliance first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $368K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.