U.S. Capital Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

U.S. Capital 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	$405K	Buy	29,355 +5,460	+23%	+$80.6K	0.01%	729
2025 Q4	$367K	Buy	23,895 +5,290	+28%	+$82K	0.01%	740
2025 Q3	$296K	Sell	18,605 -500	-3%	-$7.87K	0.01%	774
2025 Q2	$296K	Sell	19,105 -25,470	-57%	-$365K	0.01%	716
2025 Q1	$636K	Buy	44,575 +75	+0.2%	+$1.13K	0.02%	529
2024 Q4	$665K	Buy	44,500 +3,200	+8%	+$47.6K	0.02%	503
2024 Q3	$605K	Buy	41,300 +600	+1%	+$8.43K	0.02%	439
2024 Q2	$572K	Buy	40,700 +24,670	+154%	+$333K	0.02%	428
2024 Q1	$214K	Buy	16,030 +830	+5%	+$10.6K	0.01%	632
2023 Q4	$185K	Buy	15,200 +430	+3%	+$4.98K	0.01%	634
2023 Q3	$170K	Hold	14,770	–	–	0.01%	606
2023 Q2	$184K	Hold	14,770	–	–	0.01%	630
2023 Q1	$172K	Hold	14,770	–	–	0.01%	607
2022 Q4	$160K	Sell	14,770 -8,700	-37%	-$99.9K	0.01%	654
2022 Q3	$255K	Sell	23,470 -10,155	-30%	-$125K	0.01%	546
2022 Q2	$381K	Hold	33,625	–	–	0.02%	520
2022 Q1	$470K	Buy	33,625 +3,500	+12%	+$48.9K	0.02%	526
2021 Q4	$453K	Hold	30,125	–	–	0.02%	533
2021 Q3	$420K	Buy	+30,125	New	+$432K	0.02%	541

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

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

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

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

U.S. Capital Wealth Advisors's ETY Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 23% in Q1 2026, buying an estimated $80.6K and bringing the position to 29,355 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #729.

U.S. Capital Wealth Advisors first reported a position in ETY in Q3 2021 and has held it in 19 quarters since. The position peaked at $665K in Q4 2024. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

U.S. Capital Wealth Advisors held 29,355 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $405K as of Q1 2026.
U.S. Capital Wealth Advisors bought 5,460 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $80.6K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #729 holding.
U.S. Capital Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $665K 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 U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.