GUARDIAN WEALTH ADVISORS, LLC / NC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1901403
RALEIGH, NC
Position in ETY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,325,207
+$60,517 QoQ
Shares Held
159,918
-2.6% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#34
of 210 holders
Holding Since
Jun 2022
17 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, 2026GUARDIAN WEALTH ADVISORS, LLC / NC holds $15,840,403 across 11 Asset Management names. ETY ranks #4 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
449,196 | $5,844,039 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
99,431 | $2,999,833 | |
| 3 | PSLV |
Sprott Physical Silver Trust
|
123,593 | $2,332,199 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
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|
159,918 | $2,325,207 | |
| 5 | BLK |
BlackRock, Inc.
|
903 | $868,288 | |
| 6 | CSQ |
Calamos Strategic Total Return Fund
|
22,822 | $469,220 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
8,474 | $340,909 | |
| 8 | AMP |
Ameriprise Financial Inc
|
485 | $222,498 |
All Filings in ETY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,325,207 | 159,918 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,264,690 | 164,227 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,519,242 | 164,227 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,617,299 | 164,610 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,546,516 | 164,610 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,347,338 | 164,610 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,460,919 | 164,610 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,500,960 | 170,714 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,427,320 | 172,763 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,334,005 | 174,701 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,159,214 | 177,130 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,198,173 | 190,483 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,373,492 | 190,489 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,248,015 | 192,632 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,090,408 | 192,487 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,088,975 | 192,355 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,177,841 | 192,219 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||