Morey & Quinn Wealth Partners, LLC

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

CIK 2055521 OMAHA, NE

Position in ETY

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$701,442

-$83,168 QoQ

Shares Held

50,866

-0.6% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

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

Financial Services · as of Mar 31, 2026

Morey & Quinn Wealth Partners, LLC holds $3,979,215 across 9 Asset Management names. ETY ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	111,505	$965,633
2	ETY	Eaton Vance Tax-Managed Diversified Equity Income Fund This page	50,866	$701,442
3	ERC	Allspring Multi-Sector Income Fund	63,431	$571,513
4	JHI	John Hancock Investors Trust	41,477	$535,468
5	RJF	Raymond James Financial Inc	2,435	$352,563
6	FPF	First Trust Intermediate Duration Preferred & Income Fund	14,792	$260,782
7	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	14,845	$238,559
8	FDUS	FIDUS INVESTMENT Corp	13,278	$231,302

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$701,442	50,866	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$784,610	51,148	+6.2%	Shares	Sole	2026-01-27
2025-09-30	$765,871	48,168	-1.8%	Shares	Sole	2025-10-28
2025-06-30	$758,741	49,046	+15.5%	Shares	Sole	2025-07-23
2025-03-31	$605,351	42,451	+9.3%	Shares	Sole	2025-04-17
2024-12-31	$580,598	38,836	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.