Stratos Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Stratos Wealth Advisors’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	$445K	Hold	32,269	–	–	0.03%	414
2025 Q4	$495K	Sell	32,269 -2,000	-6%	-$31K	0.02%	436
2025 Q3	$545K	Hold	34,269	–	–	0.03%	447
2025 Q2	$530K	Hold	34,269	–	–	0.03%	439
2025 Q1	$489K	Hold	34,269	–	–	0.03%	432
2024 Q4	$512K	Sell	34,269 -5,049	-13%	-$75.1K	0.02%	466
2024 Q3	$576K	Buy	39,318 +85	+0.2%	+$1.19K	0.03%	464
2024 Q2	$551K	Buy	39,233 +85	+0.2%	+$1.15K	0.03%	446
2024 Q1	$523K	Buy	39,148 +72	+0.2%	+$918	0.03%	450
2023 Q4	$476K	Buy	39,076 +79	+0.2%	+$914	0.03%	470
2023 Q3	$450K	Buy	38,997 +17,478	+81%	+$212K	0.03%	446
2023 Q2	$268K	Hold	21,519	–	–	0.02%	538
2023 Q1	$251K	Hold	21,519	–	–	0.02%	529
2022 Q4	$234K	Buy	+21,519	New	+$247K	0.02%	519

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Advisors's ETY Position: Q1 2026 in Review

Stratos Wealth Advisors held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q1 2026 at 32,269 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #414.

Stratos Wealth Advisors first reported a position in ETY in Q4 2022 and has held it in 14 quarters since. The position peaked at $576K in Q3 2024. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Stratos Wealth Advisors held 32,269 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $445K as of Q1 2026.
Stratos Wealth Advisors left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #414 holding.
Stratos Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 14 quarters since.
Stratos Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $576K in Q3 2024.
207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.