Summit Investment Advisory Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Summit Investment Advisory Services’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	$619K	Buy	42,544 +844	+2%	+$12.3K	0.16%	46
2026 Q1	$575K	Sell	41,700 -7,373	-15%	-$109K	0.21%	40
2025 Q4	$753K	Buy	49,073 +751	+2%	+$11.6K	0.28%	36
2025 Q3	$768K	Buy	48,322 +728	+2%	+$11.5K	0.31%	33
2025 Q2	$736K	Buy	47,594 +771	+2%	+$11.1K	0.32%	33
2025 Q1	$668K	Buy	46,823 +725	+2%	+$10.9K	0.33%	31
2024 Q4	$689K	Buy	46,098 +728	+2%	+$10.8K	0.36%	34
2024 Q3	$665K	Buy	+45,370	New	+$637K	0.35%	32
2024 Q2	–	Sell	-43,853	Closed	-$586K	–	56
2024 Q1	$586K	Buy	43,853 +638	+1%	+$8.13K	0.35%	34
2023 Q4	$527K	Buy	43,215 +9,763	+29%	+$113K	0.33%	36
2023 Q3	$386K	Buy	33,452 +4,902	+17%	+$59.4K	0.29%	36
2023 Q2	$356K	Buy	28,550 +400	+1%	+$4.7K	0.24%	38
2023 Q1	$329K	Buy	28,150 +62	+0.2%	+$716	0.23%	39
2022 Q4	$305K	Buy	+28,088	New	+$323K	0.37%	36

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Investment Advisory Services's ETY Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 2% in Q2 2026, buying an estimated $12.3K and bringing the position to 42,544 shares worth $619K. The position accounts for 0.16% of the portfolio, ranked #46.

Summit Investment Advisory Services first reported a position in ETY in Q4 2022 and has held it in 14 quarters since. The position peaked at $768K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Summit Investment Advisory Services held 42,544 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $619K as of Q2 2026.
Summit Investment Advisory Services bought 844 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $12.3K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.16% of Summit Investment Advisory Services's portfolio in Q2 2026, its #46 holding.
Summit Investment Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $768K 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 Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.