Kestra Advisory Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Kestra Advisory Services’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	$1.72M	Buy	122,275 +19,052	+18%	+$274K	﹤0.01%	1564
2026 Q2	$1.5M	Sell	103,223 -1,765	-2%	-$25.7K	﹤0.01%	1533
2026 Q1	$1.45M	Buy	104,988 +32,945	+46%	+$487K	0.01%	1492
2025 Q4	$1.11M	Sell	72,043 -4,355	-6%	-$67.5K	﹤0.01%	1587
2025 Q3	$1.21M	Sell	76,398 -19,379	-20%	-$305K	0.01%	1461
2025 Q2	$1.48M	Buy	95,777 +20,490	+27%	+$294K	0.01%	1256
2025 Q1	$1.07M	Sell	75,287 -19,189	-20%	-$288K	0.01%	1354
2024 Q4	$1.41M	Buy	94,476 +64,516	+215%	+$960K	0.01%	1198
2024 Q3	$439K	Sell	29,960 -7,545	-20%	-$106K	﹤0.01%	1850
2024 Q2	$527K	Sell	37,505 -2,340	-6%	-$31.6K	﹤0.01%	1739
2024 Q1	$532K	Buy	39,845 +12,887	+48%	+$164K	﹤0.01%	1623
2023 Q4	$329K	Buy	26,958 +1,325	+5%	+$15.3K	﹤0.01%	1786
2023 Q3	$296K	Buy	25,633 +11,929	+87%	+$145K	﹤0.01%	1665
2023 Q2	$171K	Buy	13,704 +1,461	+12%	+$17.2K	﹤0.01%	1932
2023 Q1	$143K	Buy	12,243 +109	+0.9%	+$1.26K	﹤0.01%	1908
2022 Q4	$132K	Buy	12,134 +880	+8%	+$10.1K	﹤0.01%	2102
2022 Q3	$122K	Buy	+11,254	New	+$139K	﹤0.01%	1956
2022 Q2	–	Sell	-14,052	Closed	-$196K	–	2161
2022 Q1	$196K	Buy	+14,052	New	+$196K	﹤0.01%	1858
2021 Q4	–	Sell	-14,843	Closed	-$207K	–	2071
2021 Q3	$207K	Buy	14,843 +2,263	+18%	+$32.4K	﹤0.01%	1957
2021 Q2	$177K	Buy	12,580 +590	+5%	+$8.02K	﹤0.01%	1890
2021 Q1	$153K	Sell	11,990 -8,720	-42%	-$109K	﹤0.01%	1776
2020 Q4	$254K	Buy	+20,710	New	+$241K	﹤0.01%	1557

Other funds holding ETY

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

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

Kestra Advisory Services's ETY Position: Q3 2026 in Review

Kestra Advisory Services increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 18% in Q3 2026, buying an estimated $274K and bringing the position to 122,275 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Kestra Advisory Services first reported a position in ETY in Q4 2020 and has held it in 22 quarters since. 80 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

Kestra Advisory Services held 122,275 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $1.72M as of Q3 2026.
Kestra Advisory Services bought 19,052 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $274K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1564 holding.
Kestra Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 22 quarters since.
80 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.