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Onyx Bridge Wealth Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Onyx Bridge Wealth 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
Q2 		$319K Buy
21,929
+417
+2% +$6.08K 0.03% 299
2026
Q1 		$297K Buy
21,512
+416
+2% +$6.14K 0.03% 295
2025
Q4 		$324K Buy
21,096
+379
+2% +$5.88K 0.03% 278
2025
Q3 		$329K Buy
20,717
+1,268
+7% +$20K 0.04% 271
2025
Q2 		$301K Buy
19,449
+388
+2% +$5.56K 0.04% 233
2025
Q1 		$272K Buy
19,061
+377
+2% +$5.66K 0.04% 225
2024
Q4 		$279K Buy
18,684
+367
+2% +$5.46K 0.04% 218
2024
Q3 		$268K Buy
18,317
+379
+2% +$5.32K 0.04% 223
2024
Q2 		$252K Buy
17,938
+388
+2% +$5.24K 0.04% 219
2024
Q1 		$229K Buy
17,550
+436
+3% +$5.56K 0.04% 227
2023
Q4 		$209K Buy
17,114
+354
+2% +$4.1K 0.04% 227
2023
Q3 		$193K Buy
16,760
+163
+1% +$1.98K 0.05% 214
2023
Q2 		$207K Sell
16,597
-9,657
-37% -$113K 0.05% 213
2023
Q1 		$306K Buy
26,254
+340
+1% +$3.93K 0.12% 127
2022
Q4 		$286K Buy
25,914
+234
+0.9% +$2.69K 0.12% 125
2022
Q3 		$286K Buy
25,680
+367
+1% +$4.53K 0.13% 118
2022
Q2 		$304K Buy
25,313
+350
+1% +$4.34K 0.14% 101
2022
Q1 		$317K Buy
24,963
+14,863
+147% +$208K 0.12% 100
2021
Q4 		$151K Hold
10,100
– – 0.05% 158
2021
Q3 		$146K Buy
+10,100
New +$145K 0.05% 144

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

Onyx Bridge Wealth Group's ETY Position: Q2 2026 in Review

Onyx Bridge Wealth Group increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.9% in Q2 2026, buying an estimated $6.08K and bringing the position to 21,929 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #299.

Onyx Bridge Wealth Group first reported a position in ETY in Q3 2021 and has held it in 20 quarters since. The position peaked at $329K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Onyx Bridge Wealth Group held 21,929 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $319K as of Q2 2026.
  • Onyx Bridge Wealth Group bought 417 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $6.08K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #299 holding.
  • Onyx Bridge Wealth Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2021 and has held it in 20 quarters since.
  • Onyx Bridge Wealth Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $329K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.