Sound Income Strategies’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Sound Income Strategies’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	–	Sell	-2,667	Closed	-$37.1K	–	1048
2026 Q1	$37.1K	Hold	2,667	–	–	﹤0.01%	929
2025 Q4	$40.6K	Hold	2,667	–	–	﹤0.01%	873
2025 Q3	$42.2K	Hold	2,667	–	–	﹤0.01%	592
2025 Q2	$41.3K	Hold	2,667	–	–	﹤0.01%	572
2025 Q1	$38K	Hold	2,667	–	–	﹤0.01%	565
2024 Q4	$39.9K	Hold	2,667	–	–	﹤0.01%	523
2024 Q3	$39.1K	Hold	2,667	–	–	﹤0.01%	501
2024 Q2	$37.5K	Buy	2,667 +1,967	+281%	+$26.5K	﹤0.01%	495
2024 Q1	$9.35K	Hold	700	–	–	﹤0.01%	770
2023 Q4	$8.53K	Hold	700	–	–	﹤0.01%	772
2023 Q3	$8.08K	Hold	700	–	–	﹤0.01%	634
2023 Q2	$8.72K	Hold	700	–	–	﹤0.01%	600
2023 Q1	$8.17K	Hold	700	–	–	﹤0.01%	602
2022 Q4	$7.6K	Hold	700	–	–	﹤0.01%	574
2022 Q3	$8K	Hold	700	–	–	﹤0.01%	502
2022 Q2	$8K	Hold	700	–	–	﹤0.01%	502
2022 Q1	$10K	Hold	700	–	–	﹤0.01%	472
2021 Q4	$11K	Hold	700	–	–	﹤0.01%	460
2021 Q3	$10K	Hold	700	–	–	﹤0.01%	452
2021 Q2	$10K	Hold	700	–	–	﹤0.01%	476
2021 Q1	$8.94K	Hold	700	–	–	﹤0.01%	514
2020 Q4	$9K	Hold	700	–	–	﹤0.01%	469
2020 Q3	$8K	Hold	700	–	–	﹤0.01%	456
2020 Q2	$8K	Hold	700	–	–	﹤0.01%	423
2020 Q1	$7K	Buy	+700	New	+$8.04K	﹤0.01%	392

Other funds holding ETY

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

PFA

Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

CWM

C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Sound Income Strategies's ETY Position: Q2 2026 in Review

Sound Income Strategies sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2026, closing a stake of 2,667 shares — an estimated $37.1K sold.

Sound Income Strategies first reported a position in ETY in Q1 2020 and held it in 25 quarters. The position peaked at $42.2K in Q3 2025. 89 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Sound Income Strategies reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 2,667 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $37.1K.
Sound Income Strategies first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and held it in 25 quarters.
Sound Income Strategies's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $42.2K in Q3 2025.
89 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.