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Investment Management Trust’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Investment Management Trust’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 		– Sell
-10,291
Closed -$142K – 81
2026
Q1 		$142K Buy
+10,291
New +$152K 0.14% 77

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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

Investment Management Trust's ETY Position: Q2 2026 in Review

Investment Management Trust sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026, closing a stake of 10,291 shares — an estimated $142K sold.

Investment Management Trust first reported a position in ETY in Q1 2026 and held it in 1 quarter. The position peaked at $142K in Q1 2026. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Investment Management Trust reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
  • Investment Management Trust sold 10,291 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $142K.
  • Investment Management Trust first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2026 and held it in 1 quarter.
  • Investment Management Trust's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $142K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Investment Management Trust's 13F filing for Q2 2026, filed 11 Aug 2026.