Summit Investment Advisory Services, LLC

Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund

CIK 1914395 ROSEVILLE, MN

Position in ETY

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$618,589

+$43,546 QoQ

Shares Held

42,544

+2.0% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

6.49%

of 13F equity value

Holder Rank

#72

of 210 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Summit Investment Advisory Services, LLC holds $2,533,348 across 5 Asset Management names. ETY ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	71,422	$929,200
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund This page	42,544	$618,589
3	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	19,719	$545,821
4	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	18,826	$280,130
5	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	16,270	$159,608

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$618,589	42,544	+2.0%	Shares	Sole	2026-07-24
2026-03-31	$575,043	41,700	-15.0%	Shares	Sole	2026-04-23
2025-12-31	$752,779	49,073	+1.6%	Shares	Sole	2026-02-04
2025-09-30	$768,319	48,322	+1.5%	Shares	Sole	2025-11-07
2025-06-30	$736,279	47,594	+1.6%	Shares	Sole	2025-11-07
2025-03-31	$667,695	46,823	+1.6%	Shares	Sole	2025-04-11
2024-12-31	$689,165	46,098	+1.6%	Shares	Sole	2025-01-21
2024-09-30	$664,670	45,370	+3.5%	Shares	Sole	2024-10-16
2024-03-31	$585,876	43,853	+1.5%	Shares	Sole	2024-04-18
2023-12-31	$526,790	43,215	+29.2%	Shares	Sole	2024-01-18
2023-09-30	$386,036	33,452	+17.2%	Shares	Sole	2023-10-10
2023-06-30	$355,733	28,550	+1.4%	Shares	Sole	2023-07-26
2023-03-31	$328,510	28,150	+0.2%	Shares	Sole	2023-04-17
2022-12-31	$305,035	28,088	—	Shares	Sole	2023-02-02
No filing history on record for this holder in this stock.