9258 Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

9258 Wealth Management’s Portfolio ETJ Stock Details ETJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-11,763	Closed	-$99K	–	331
2022 Q2	$99K	Sell	11,763 -1,150	-9%	-$10.5K	0.03%	327
2022 Q1	$128K	Hold	12,913	–	–	0.03%	346
2021 Q4	$138K	Hold	12,913	–	–	0.03%	356
2021 Q3	$138K	Sell	12,913 -600	-4%	-$6.75K	0.04%	334
2021 Q2	$156K	Hold	13,513	–	–	0.04%	338
2021 Q1	$146K	Sell	13,513 -515	-4%	-$5.45K	0.04%	319
2020 Q4	$145K	Sell	14,028 -1,500	-10%	-$15K	0.05%	297
2020 Q3	$146K	Sell	15,528 -1,500	-9%	-$14.9K	0.06%	279
2020 Q2	$163K	Hold	17,028	–	–	0.07%	259
2020 Q1	$155K	Hold	17,028	–	–	0.07%	247
2019 Q4	$159K	Hold	17,028	–	–	0.06%	297
2019 Q3	$157K	Hold	17,028	–	–	0.12%	168
2019 Q2	$160K	Sell	17,028 -4,249	-20%	-$39.8K	0.13%	167
2019 Q1	$196K	Hold	21,277	–	–	0.17%	154
2018 Q4	$173K	Buy	+21,277	New	+$195K	0.17%	157

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

9258 Wealth Management's ETJ Position: Q3 2022 in Review

9258 Wealth Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2022, closing a stake of 11,763 shares — an estimated $99K sold.

9258 Wealth Management first reported a position in ETJ in Q4 2018 and held it in 15 quarters. The position peaked at $196K in Q1 2019. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2022.

9258 Wealth Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
9258 Wealth Management sold 11,763 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $99K.
9258 Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2018 and held it in 15 quarters.
9258 Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $196K in Q1 2019.
79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2022.

Based on 9258 Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.