AW
ETJ

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

ACG Wealth’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
-1,230
Closed -$10K – 467
2022
Q2 		$10K Buy
+1,230
New +$11.2K ﹤0.01% 687

Other funds holding ETJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

ACG Wealth's ETJ Position: Q3 2022 in Review

ACG Wealth sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2022, closing a stake of 1,230 shares — an estimated $10K sold.

ACG Wealth first reported a position in ETJ in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2022.

  • ACG Wealth reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 1,230 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $10K.
  • ACG Wealth first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $10K in Q2 2022.
  • 79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.