Stratos Wealth Advisors, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1707202
BEACHWOOD, OH
Position in ETY
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$444,989
-$50,017 QoQ
Shares Held
32,269
0.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Stratos Wealth Advisors, LLC holds $36,846,632 across 28 Asset Management names. ETY ranks #11 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
116,071 | $13,347,004 | |
| 2 | DBL |
DoubleLine Opportunistic Credit Fund
|
288,641 | $4,214,158 | |
| 3 | BLK |
BlackRock, Inc.
|
3,220 | $3,096,706 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
211,914 | $3,055,799 | |
| 5 | DSL |
DoubleLine Income Solutions Fund
|
240,389 | $2,603,412 | |
| 6 | DNP |
Dnp Select Income Fund Inc
|
242,656 | $2,499,356 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
67,236 | $1,116,789 | |
| 8 | VKQ |
Invesco Municipal Trust
|
88,727 | $844,681 |
All Filings in ETY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $444,989 | 32,269 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $495,006 | 32,269 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $544,877 | 34,269 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $530,141 | 34,269 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $488,675 | 34,269 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $512,321 | 34,269 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $576,008 | 39,318 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $551,223 | 39,233 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $523,017 | 39,148 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $476,336 | 39,076 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $450,025 | 38,997 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $268,126 | 21,519 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $251,126 | 21,519 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $233,696 | 21,519 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||