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Principal Securities’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Principal Securities’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
Q1 		$15.5M Sell
1,120,472
-13,385
-1% -$198K 0.23% 85
2025
Q4 		$17.4M Sell
1,133,857
-17,881
-2% -$277K 0.27% 69
2025
Q3 		$18.3M Buy
1,151,738
+17,259
+2% +$272K 0.3% 61
2025
Q2 		$17.6M Buy
1,134,479
+75,819
+7% +$1.09M 0.33% 55
2025
Q1 		$15.8M Buy
1,058,660
+3,357
+0.3% +$50.4K 0.35% 56
2024
Q4 		$15.8M Buy
1,055,303
+19,419
+2% +$289K 0.36% 56
2024
Q3 		$15.2M Buy
1,035,884
+29,118
+3% +$409K 0.37% 49
2024
Q2 		$14.1M Buy
1,006,766
+26,717
+3% +$360K 0.39% 48
2024
Q1 		$13.1M Buy
980,049
+63,400
+7% +$808K 0.41% 47
2023
Q4 		$11.2M Buy
+916,649
New +$10.6M 0.42% 50

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return