APFP
ETJ

Action Point Financial Planning’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$83 Buy
+10
New +$84 ﹤0.01% 2737

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Action Point Financial Planning's ETJ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026: 10 shares worth $83. The stake represents ﹤0.01% of the portfolio and ranks #2737 among its holdings.

121 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Action Point Financial Planning held 10 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $83 as of Q2 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Action Point Financial Planning position in Q2 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2737 holding.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.