Advisor Resource Council’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Advisor Resource Council’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	-18,370	Closed	-$154K	–	257
2022 Q2	$154K	Buy	+18,370	New	+$167K	0.01%	493
2022 Q1	–	Sell	-38,426	Closed	-$411K	–	311
2021 Q4	$411K	Buy	+38,426	New	+$424K	0.03%	368
2021 Q3	–	Sell	-27,787	Closed	-$320K	–	294
2021 Q2	$320K	Buy	+27,787	New	+$308K	0.03%	381

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

Advisor Resource Council's ETJ Position: Q3 2022 in Review

Advisor Resource Council sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2022, closing a stake of 18,370 shares — an estimated $154K sold.

Advisor Resource Council first reported a position in ETJ in Q2 2021 and held it in 3 quarters. The position peaked at $411K in Q4 2021. 79 funds tracked by Wall St. Rank hold ETJ as of Q3 2022.

Advisor Resource Council reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
Advisor Resource Council sold 18,370 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $154K.
Advisor Resource Council first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2021 and held it in 3 quarters.
Advisor Resource Council's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $411K in Q4 2021.
79 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.