Ameritas Advisory Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Ameritas Advisory Services’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	$140K	Buy	16,878 +2,450	+17%	+$20.5K	﹤0.01%	1130
2026 Q1	$118K	Hold	14,428	–	–	﹤0.01%	936
2025 Q4	$127K	Sell	14,428 -3,728	-21%	-$32.9K	﹤0.01%	920
2025 Q3	$163K	Buy	18,156 +1,000	+6%	+$8.98K	0.01%	675
2025 Q2	$155K	Hold	17,156	–	–	0.01%	816
2025 Q1	$160K	Hold	17,156	–	–	0.01%	835
2024 Q4	$160K	Sell	17,156 -500	-3%	-$4.65K	0.01%	848
2024 Q3	$163K	Sell	17,656 -850	-5%	-$7.59K	0.01%	815
2024 Q2	$162K	Buy	18,506 +1,278	+7%	+$10.8K	0.01%	860
2024 Q1	$142K	Buy	+17,228	New	+$141K	0.01%	841
2023 Q4	–	Sell	-17,228	Closed	-$135K	–	731
2023 Q3	$135K	Hold	17,228	–	–	0.01%	774
2023 Q2	$142K	Hold	17,228	–	–	0.02%	525
2023 Q1	$137K	Sell	17,228 -13,928	-45%	-$108K	0.01%	896
2022 Q4	$234K	Buy	31,156 +14,828	+91%	+$121K	0.01%	780
2022 Q3	$135K	Buy	16,328 +750	+5%	+$6.89K	0.01%	734
2022 Q2	$131K	Hold	15,578	–	–	0.01%	770
2022 Q1	$154K	Sell	15,578 -3,220	-17%	-$32.4K	0.01%	806
2021 Q4	$201K	Buy	+18,798	New	+$208K	0.01%	781

Other funds holding ETJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Ameritas Advisory Services's ETJ Position: Q2 2026 in Review

Ameritas Advisory Services increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 17% in Q2 2026, buying an estimated $20.5K and bringing the position to 16,878 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Ameritas Advisory Services first reported a position in ETJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $234K in Q4 2022. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Ameritas Advisory Services held 16,878 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $140K as of Q2 2026.
Ameritas Advisory Services bought 2,450 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $20.5K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1130 holding.
Ameritas Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 18 quarters since.
Ameritas Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $234K in Q4 2022.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.