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 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 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 Partners's ETY Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 7.9% in Q1 2026, selling an estimated $23.4K and leaving 18,436 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1415.

Stratos Wealth Partners first reported a position in ETY in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.01M in Q4 2024. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

Stratos Wealth Partners held 18,436 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $254K as of Q1 2026.
Stratos Wealth Partners sold 1,584 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $23.4K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1415 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 28 quarters since.
Stratos Wealth Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.01M in Q4 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 Partners's 13F filing for Q1 2026, filed 28 Apr 2026.