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Retirement Planning Group (Kansas)’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Retirement Planning Group (Kansas)’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 		$147K Hold
10,139
– – ﹤0.01% 530
2026
Q1 		$140K Hold
10,139
– – ﹤0.01% 475
2025
Q4 		$156K Sell
10,139
-1,700
-14% -$26.4K 0.01% 414
2025
Q3 		$188K Buy
11,839
+1,700
+17% +$26.8K 0.01% 401
2025
Q2 		$157K Hold
10,139
– – 0.01% 300
2025
Q1 		$145K Hold
10,139
– – 0.01% 291
2024
Q4 		$152K Hold
10,139
– – 0.01% 276
2024
Q3 		$149K Buy
+10,139
New +$142K 0.01% 262

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

Retirement Planning Group (Kansas)'s ETY Position: Q2 2026 in Review

Retirement Planning Group (Kansas) held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 10,139 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Retirement Planning Group (Kansas) first reported a position in ETY in Q3 2024 and has held it in 8 quarters since. The position peaked at $188K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Retirement Planning Group (Kansas) held 10,139 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $147K as of Q2 2026.
  • Retirement Planning Group (Kansas) left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #530 holding.
  • Retirement Planning Group (Kansas) first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2024 and has held it in 8 quarters since.
  • Retirement Planning Group (Kansas)'s Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $188K 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 Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.