SWP
ETY icon

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

Stratos Wealth Partners’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 		$255K Sell
17,520
-916
-5% -$13.4K ﹤0.01% 1506
2026
Q1 		$254K Sell
18,436
-1,584
-8% -$23.4K ﹤0.01% 1415
2025
Q4 		$307K Buy
20,020
+2,468
+14% +$38.3K ﹤0.01% 1280
2025
Q3 		$279K Buy
17,552
+3,824
+28% +$60.2K ﹤0.01% 1285
2025
Q2 		$212K Buy
13,728
+918
+7% +$13.2K ﹤0.01% 1309
2025
Q1 		$183K Sell
12,810
-54,639
-81% -$820K ﹤0.01% 1288
2024
Q4 		$1.01M Hold
67,449
– – 0.01% 695
2024
Q3 		$988K Buy
67,449
+54,239
+411% +$762K 0.01% 689
2024
Q2 		$186K Buy
+13,210
New +$178K ﹤0.01% 1279
2022
Q3 		– Sell
-60,075
Closed -$681K – 1154
2022
Q2 		$681K Buy
60,075
+60
+0.1% +$744 0.02% 615
2022
Q1 		$838K Buy
60,015
+8,922
+17% +$125K 0.02% 622
2021
Q4 		$769K Sell
51,093
-118
-0.2% -$1.72K 0.02% 651
2021
Q3 		$714K Sell
51,211
-5,681
-10% -$81.4K 0.02% 636
2021
Q2 		$800K Buy
56,892
+44
+0.1% +$598 0.02% 617
2021
Q1 		$726K Buy
56,848
+49
+0.1% +$612 0.02% 596
2020
Q4 		$696K Buy
56,799
+2,968
+6% +$34.5K 0.02% 560
2020
Q3 		$586K Sell
53,831
-3,639
-6% -$40.4K 0.02% 569
2020
Q2 		$620K Buy
57,470
+8
+0% +$83 0.02% 518
2020
Q1 		$536K Buy
57,462
+208
+0.4% +$2.39K 0.02% 507
2019
Q4 		$717K Buy
57,254
+5,382
+10% +$65.5K 0.03% 483
2019
Q3 		$617K Sell
51,872
-410
-0.8% -$4.88K 0.03% 498
2019
Q2 		$627K Sell
52,282
-1,680
-3% -$19.7K 0.03% 497
2019
Q1 		$610K Buy
53,962
+524
+1% +$5.81K 0.03% 493
2018
Q4 		$545K Buy
53,438
+14,024
+36% +$161K 0.03% 486
2018
Q3 		$506K Buy
39,414
+7,058
+22% +$89.5K 0.02% 539
2018
Q2 		$392K Buy
32,356
+21,744
+205% +$265K 0.02% 644
2018
Q1 		$123K Buy
10,612
+400
+4% +$4.79K 0.01% 1087
2017
Q4 		$124K Buy
+10,212
New +$121K 0.01% 1066
2016
Q2 		– Sell
-23,898
Closed -$255K – 641
2016
Q1 		$255K Buy
+23,898
New +$246K 0.02% 451

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

Stratos Wealth Partners's ETY Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 5% in Q2 2026, selling an estimated $13.4K and leaving 17,520 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Stratos Wealth Partners first reported a position in ETY in Q1 2016 and has held it in 29 quarters since. The position peaked at $1.01M in Q4 2024. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Stratos Wealth Partners held 17,520 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $255K as of Q2 2026.
  • Stratos Wealth Partners sold 916 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $13.4K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1506 holding.
  • Stratos Wealth Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2016 and has held it in 29 quarters since.
  • Stratos Wealth Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.01M in Q4 2024.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.