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

Kingsview Wealth Management’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 		$1.19M Buy
81,805
+855
+1% +$12.5K 0.01% 699
2026
Q1 		$1.12M Buy
80,950
+1,035
+1% +$15.3K 0.02% 653
2025
Q4 		$1.23M Buy
79,915
+4,320
+6% +$67K 0.02% 585
2025
Q3 		$1.2M Sell
75,595
-1,620
-2% -$25.5K 0.02% 564
2025
Q2 		$1.19M Buy
77,215
+18,216
+31% +$261K 0.02% 542
2025
Q1 		$841K Sell
58,999
-4,942
-8% -$74.2K 0.02% 592
2024
Q4 		$956K Buy
63,941
+4,542
+8% +$67.6K 0.02% 564
2024
Q3 		$870K Sell
59,399
-125
-0.2% -$1.75K 0.02% 571
2024
Q2 		$836K Sell
59,524
-2,150
-3% -$29K 0.02% 556
2024
Q1 		$824K Hold
61,674
– – 0.02% 549
2023
Q4 		$752K Buy
61,674
+878
+1% +$10.2K 0.02% 544
2023
Q3 		$702K Sell
60,796
-31,666
-34% -$384K 0.03% 530
2023
Q2 		$1.15M Sell
92,462
-243
-0.3% -$2.85K 0.05% 363
2023
Q1 		$1.08M Buy
92,705
+608
+0.7% +$7.02K 0.05% 377
2022
Q4 		$1M Buy
92,097
+2,086
+2% +$24K 0.04% 345
2022
Q3 		$978K Buy
90,011
+3,964
+5% +$48.9K 0.05% 336
2022
Q2 		$975K Buy
86,047
+5,093
+6% +$63.1K 0.05% 372
2022
Q1 		$1.13M Sell
80,954
-2,102
-3% -$29.3K 0.05% 357
2021
Q4 		$1.25M Sell
83,056
-9,092
-10% -$133K 0.05% 330
2021
Q3 		$1.28M Sell
92,148
-4,314
-4% -$61.8K 0.06% 311
2021
Q2 		$1.36M Buy
96,462
+6,914
+8% +$94K 0.07% 302
2021
Q1 		$1.15M Buy
89,548
+4,621
+5% +$57.8K 0.07% 299
2020
Q4 		$1.04M Buy
84,927
+3,403
+4% +$39.6K 0.08% 267
2020
Q3 		$888K Buy
81,524
+3,055
+4% +$33.9K 0.08% 252
2020
Q2 		$846K Buy
78,469
+11,081
+16% +$115K 0.08% 233
2020
Q1 		$628K Buy
67,388
+23,128
+52% +$266K 0.08% 237
2019
Q4 		$554K Buy
+44,260
New +$538K 0.07% 263

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

Kingsview Wealth Management's ETY Position: Q2 2026 in Review

Kingsview Wealth Management increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.1% in Q2 2026, buying an estimated $12.5K and bringing the position to 81,805 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #699.

Kingsview Wealth Management first reported a position in ETY in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.36M in Q2 2021. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Kingsview Wealth Management held 81,805 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $1.19M as of Q2 2026.
  • Kingsview Wealth Management bought 855 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $12.5K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #699 holding.
  • Kingsview Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2019 and has held it in 27 quarters since.
  • Kingsview Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.36M in Q2 2021.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.