AF
ETJ

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

Allworth Financial’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
Q1 		$164K Hold
20,117
– – ﹤0.01% 1520
2025
Q4 		$177K Sell
20,117
-1,620
-7% -$14.3K ﹤0.01% 1401
2025
Q3 		$195K Buy
21,737
+1,620
+8% +$14.5K ﹤0.01% 1318
2025
Q2 		$182K Buy
+20,117
New +$173K ﹤0.01% 1226
2017
Q4 		– Sell
-400
Closed -$4K – 760
2017
Q3 		$4K Buy
+400
New +$3.77K ﹤0.01% 591

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Allworth Financial's ETJ Position: Q1 2026 in Review

Allworth Financial held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2026 at 20,117 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1520.

Allworth Financial first reported a position in ETJ in Q3 2017 and has held it in 5 quarters since. The position peaked at $195K in Q3 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Allworth Financial held 20,117 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $164K as of Q1 2026.
  • Allworth Financial left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1520 holding.
  • Allworth Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2017 and has held it in 5 quarters since.
  • Allworth Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $195K in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.