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

Strait & Sound 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 		$535K Sell
36,763
-863
-2% -$12.6K 0.19% 96
2026
Q1 		$519K Buy
37,626
+61
+0.2% +$901 0.19% 95
2025
Q4 		$576K Buy
37,565
+251
+0.7% +$3.89K 0.21% 86
2025
Q3 		$593K Sell
37,314
-936
-2% -$14.7K 0.23% 84
2025
Q2 		$592K Buy
38,250
+106
+0.3% +$1.52K 0.25% 75
2025
Q1 		$544K Buy
38,144
+2,303
+6% +$34.6K 0.25% 78
2024
Q4 		$536K Sell
35,841
-1,875
-5% -$27.9K 0.25% 73
2024
Q3 		$553K Buy
37,716
+1,104
+3% +$15.5K 0.27% 67
2024
Q2 		$514K Buy
36,612
+227
+0.6% +$3.06K 0.26% 64
2024
Q1 		$487K Buy
36,385
+88
+0.2% +$1.12K 0.27% 57
2023
Q4 		$441K Buy
36,297
+547
+2% +$6.33K 0.28% 67
2023
Q3 		$413K Sell
35,750
-70
-0.2% -$849 0.35% 64
2023
Q2 		$446K Buy
35,820
+2,198
+7% +$25.8K 0.44% 50
2023
Q1 		$392K Buy
33,622
+2,197
+7% +$25.4K 0.39% 62
2022
Q4 		$360K Buy
+31,425
New +$361K 0.39% 66

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

Strait & Sound Wealth Management's ETY Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 2.3% in Q2 2026, selling an estimated $12.6K and leaving 36,763 shares worth $535K. The position accounts for 0.19% of the portfolio, ranked #96.

Strait & Sound Wealth Management first reported a position in ETY in Q4 2022 and has held it in 15 quarters since. The position peaked at $593K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Strait & Sound Wealth Management held 36,763 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $535K as of Q2 2026.
  • Strait & Sound Wealth Management sold 863 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $12.6K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.19% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Strait & Sound Wealth Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Strait & Sound Wealth Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $593K 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 Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.