Formidable Asset Management, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1592613
CINCINNATI, OH
Position in ETY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$447,177
+$16,212 QoQ
Shares Held
30,755
-1.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#84
of 210 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Formidable Asset Management, LLC holds $39,278,410 across 26 Asset Management names. ETY ranks #17 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
834,092 | $8,182,442 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
1,370,222 | $6,631,874 | |
| 3 | ECAT |
BlackRock ESG Capital Allocation Term Trust
|
296,032 | $4,653,623 | |
| 4 | HQL |
abrdn Life Sciences Investors
|
165,243 | $3,306,512 | |
| 5 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
112,161 | $3,104,616 | |
| 6 | ETO |
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
|
48,973 | $1,511,796 | |
| 7 | BSTZ |
BlackRock Science & Technology Term Trust
|
47,582 | $1,428,887 | |
| 8 | BCAT |
BlackRock Capital Allocation Term Trust
|
80,117 | $1,276,263 |
All Filings in ETY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,177 | 30,755 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $430,965 | 31,252 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $479,405 | 31,252 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $496,906 | 31,252 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $554,630 | 35,852 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $511,249 | 35,852 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $554,450 | 37,087 | Shares | Sole | 2025-02-19 | |
| 2024-09-30 | $549,184 | 37,487 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $526,692 | 37,487 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $500,826 | 37,487 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $485,003 | 39,787 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $473,855 | 41,062 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $524,092 | 42,062 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $486,288 | 41,670 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $452,536 | 41,670 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $452,536 | 41,670 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $472,121 | 41,670 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $582,129 | 41,670 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $647,559 | 46,420 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $653,129 | 46,420 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $618,757 | 48,454 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $593,561 | 48,454 | Shares | Sole | 2021-01-29 | |
| 2020-06-30 | $453,762 | 42,093 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $392,306 | 42,093 | Shares | Sole | 2020-06-01 | |
| No filing history on record for this holder in this stock. | ||||||