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 Mar 31, 2026 · filed Apr 23, 2026 Compact

Position Value

$575,043

-$177,736 QoQ

Shares Held

41,700

-15.0% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

7.64%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Summit Investment Advisory Services, LLC holds $2,752,941 across 5 Asset Management names. ETY ranks #2 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	78,671	$1,306,725
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund This page	41,700	$575,043
3	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	19,590	$480,934
4	ETV	Eaton Vance Tax-Managed Buy-Write Opportunities Fund	18,451	$252,225
5	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	15,937	$138,014

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.