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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

ETY holding history

Eaton Vance Tax-Managed Diversified Equity Income Fund in every 13F filed by Arete Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETY overviewAll 13F holders of ETYFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of ETY by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−27,140−100.0%Sold outHolders
Q4 202527,140$416.3K<0.1%−54−0.2%ReducedHolders
Q3 202527,194$432.0K<0.1%+72+0.3%AddedHolders
Q2 202527,122$420.0K<0.1%−96−0.4%ReducedHolders
Q1 202527,218$388.0K<0.1%+699+2.6%AddedHolders
Q4 202426,519$398.0K<0.1%+345+1.3%AddedHolders
Q3 202426,174$381.0K<0.1%+222+0.9%AddedHolders
Q2 202425,952$366.0K<0.1%+429+1.7%AddedHolders
Q1 202425,523$341.0K<0.1%−402−1.6%ReducedHolders
Q4 202325,925$316.0K<0.1%−816−3.1%ReducedHolders
Q3 202326,741$308.6K0.1%−690−2.5%ReducedHolders
Q2 202327,431$342.0K<0.1%+2,637+10.6%AddedHolders
Q1 202324,794$289.0K<0.1%−2,105−7.8%ReducedHolders
Q4 202226,899$292.1K<0.1%−1,069−3.8%ReducedHolders
Q3 202227,968$304.0K<0.1%−844−2.9%ReducedHolders
Q2 202228,812$326.0K<0.1%−2,993−9.4%ReducedHolders
Q1 202231,805$444.0K<0.1%+1,887+6.3%AddedHolders
Q4 202129,918$448.0K<0.1%+795+2.7%AddedHolders
Q3 202129,123$406.0K<0.1%−595−2.0%ReducedHolders
Q2 202129,718$418.0K0.1%00.0%UnchangedHolders
Q1 202129,718$379.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.