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

Independent Financial Group’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 		$1.08M Buy
+76,650
New +$1.1M 0.02% 655

Other funds holding ETY

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Independent Financial Group's ETY Position: Q3 2026 in Review

Independent Financial Group opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2026: 76,650 shares worth $1.08M. The stake represents 0.02% of the portfolio and ranks #655 among its holdings.

12 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

  • Independent Financial Group held 76,650 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $1.08M as of Q3 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Independent Financial Group position in Q3 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.02% of Independent Financial Group's portfolio in Q3 2026, its #655 holding.
  • 12 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.