Ameriprise
ETJ

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

Ameriprise’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 		$3.48M Buy
427,823
+19,514
+5% +$169K ﹤0.01% 2666
2025
Q4 		$3.6M Buy
408,309
+11,552
+3% +$102K ﹤0.01% 2673
2025
Q3 		$3.57M Sell
396,757
-4,492
-1% -$40.3K ﹤0.01% 2665
2025
Q2 		$3.63M Buy
401,249
+19,783
+5% +$171K ﹤0.01% 2592
2025
Q1 		$3.23M Buy
381,466
+23,183
+6% +$208K ﹤0.01% 2623
2024
Q4 		$3.34M Sell
358,283
-5,932
-2% -$55.1K ﹤0.01% 2641
2024
Q3 		$3.35M Buy
364,215
+4,801
+1% +$42.9K ﹤0.01% 2630
2024
Q2 		$3.16M Buy
359,414
+5,852
+2% +$49.6K ﹤0.01% 2625
2024
Q1 		$2.95M Sell
353,562
-27,036
-7% -$221K ﹤0.01% 2670
2023
Q4 		$2.98M Sell
380,598
-49,866
-12% -$386K ﹤0.01% 2670
2023
Q3 		$3.31M Sell
430,464
-18,377
-4% -$148K ﹤0.01% 2578
2023
Q2 		$3.7M Buy
448,841
+3,065
+0.7% +$24.4K ﹤0.01% 2562
2023
Q1 		$3.54M Buy
445,776
+29,132
+7% +$226K ﹤0.01% 2544
2022
Q4 		$3.13M Sell
416,644
-36,221
-8% -$296K ﹤0.01% 2583
2022
Q3 		$3.75M Sell
452,865
-1,165
-0.3% -$10.7K ﹤0.01% 2434
2022
Q2 		$3.81M Buy
454,030
+42,623
+10% +$388K ﹤0.01% 2474
2022
Q1 		$4.07M Buy
411,407
+10,210
+3% +$103K ﹤0.01% 2559
2021
Q4 		$4.3M Buy
401,197
+34,238
+9% +$378K ﹤0.01% 2574
2021
Q3 		$3.92M Sell
366,959
-117,923
-24% -$1.33M ﹤0.01% 2554
2021
Q2 		$5.59M Sell
484,882
-5,222
-1% -$57.9K ﹤0.01% 2374
2021
Q1 		$5.29M Buy
490,104
+379,342
+342% +$4.02M ﹤0.01% 2367
2020
Q4 		$1.15M Buy
110,762
+5,158
+5% +$51.7K ﹤0.01% 3023
2020
Q3 		$1.01M Buy
105,604
+2,584
+3% +$25.7K ﹤0.01% 2965
2020
Q2 		$985K Sell
103,020
-24,657
-19% -$227K ﹤0.01% 2921
2020
Q1 		$1.06M Sell
127,677
-2,240
-2% -$20.2K ﹤0.01% 2792
2019
Q4 		$1.21M Buy
129,917
+5,809
+5% +$54.1K ﹤0.01% 2976
2019
Q3 		$1.15M Buy
124,108
+14,403
+13% +$135K ﹤0.01% 2966
2019
Q2 		$1.03M Sell
109,705
-6,504
-6% -$61K ﹤0.01% 3054
2019
Q1 		$1.07M Buy
116,209
+2,527
+2% +$22.2K ﹤0.01% 3009
2018
Q4 		$923K Buy
113,682
+6,552
+6% +$60K ﹤0.01% 2973
2018
Q3 		$1.06M Buy
107,130
+8,831
+9% +$86.7K ﹤0.01% 3049
2018
Q2 		$927K Buy
98,299
+9,301
+10% +$86.7K ﹤0.01% 3043
2018
Q1 		$800K Sell
88,998
-57,893
-39% -$541K ﹤0.01% 3060
2017
Q4 		$1.42M Buy
146,891
+28,087
+24% +$261K ﹤0.01% 2836
2017
Q3 		$1.12M Buy
118,804
+52,767
+80% +$497K ﹤0.01% 2909
2017
Q2 		$619K Buy
66,037
+34,374
+109% +$319K ﹤0.01% 3152
2017
Q1 		$287K Sell
31,663
-6,492
-17% -$60.6K ﹤0.01% 3360
2016
Q4 		$342K Sell
38,155
-95,238
-71% -$864K ﹤0.01% 3440
2016
Q3 		$1.26M Buy
133,393
+2,464
+2% +$23.9K ﹤0.01% 2820
2016
Q2 		$1.28M Buy
130,929
+39,161
+43% +$378K ﹤0.01% 2773
2016
Q1 		$870K Buy
91,768
+68,919
+302% +$653K ﹤0.01% 2926
2015
Q4 		$232K Sell
22,849
-572
-2% -$5.79K ﹤0.01% 3598
2015
Q3 		$225K Buy
23,421
+1,655
+8% +$17.3K ﹤0.01% 3594
2015
Q2 		$235K Sell
21,766
-575
-3% -$6.26K ﹤0.01% 3754
2015
Q1 		$242K Sell
22,341
-4,823
-18% -$52.1K ﹤0.01% 3514
2014
Q4 		$290K Buy
27,164
+507
+2% +$5.78K ﹤0.01% 3349
2014
Q3 		$312K Sell
26,657
-439
-2% -$5.1K ﹤0.01% 3202
2014
Q2 		$313K Buy
27,096
+3,219
+13% +$36.4K ﹤0.01% 3143
2014
Q1 		$270K Sell
23,877
-1,533
-6% -$17.5K ﹤0.01% 3142
2013
Q4 		$286K Buy
25,410
+1,555
+7% +$17.3K ﹤0.01% 3030
2013
Q3 		$258K Sell
23,855
-55
-0.2% -$603 ﹤0.01% 3080
2013
Q2 		$261K Buy
+23,910
New +$267K ﹤0.01% 2988

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Ameriprise's ETJ Position: Q1 2026 in Review

Ameriprise increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 4.8% in Q1 2026, buying an estimated $169K and bringing the position to 427,823 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Ameriprise first reported a position in ETJ in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.59M in Q2 2021. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Ameriprise held 427,823 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $3.48M as of Q1 2026.
  • Ameriprise bought 19,514 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $169K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #2666 holding.
  • Ameriprise first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 52 quarters since.
  • Ameriprise's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $5.59M in Q2 2021.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

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