Ahrens Investment Partners’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$7.95K	Buy	+1,000	New	+$7.77K	﹤0.01%	682
2022 Q3	–	Sell	-2,500	Closed	-$21K	–	396
2022 Q2	$21K	Hold	2,500	–	–	0.01%	489
2022 Q1	$25K	Sell	2,500 -12,735	-84%	-$128K	0.01%	541
2021 Q4	$163K	Sell	15,235 -80,174	-84%	-$885K	0.07%	216
2021 Q3	$1.02M	Buy	+95,409	New	+$1.07M	0.49%	56

Other funds holding ETJ

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return

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

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

Ahrens Investment Partners's ETJ Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2023: 1,000 shares worth $7.95K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ETJ as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ETJ in Q3 2021 and has held it in 5 quarters since. The position peaked at $1.02M in Q3 2021. 89 funds tracked by Wall St. Rank hold ETJ as of Q1 2023.

Ahrens Investment Partners held 1,000 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $7.95K as of Q1 2023.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Ahrens Investment Partners position in Q1 2023.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #682 holding.
Ahrens Investment Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2021 and has held it in 5 quarters since.
Ahrens Investment Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.02M in Q3 2021.
89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.