Atria Wealth Solutions’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$148K	Buy	+16,352	New	+$141K	﹤0.01%	1414
2025 Q1	–	Sell	-20,594	Closed	-$192K	–	1923
2024 Q4	$192K	Buy	+20,594	New	+$191K	﹤0.01%	1843
2024 Q2	–	Sell	-11,835	Closed	-$98.8K	–	1974
2024 Q1	$98.8K	Buy	11,835 +29	+0.2%	+$237	﹤0.01%	1892
2023 Q4	$92.6K	Buy	11,806 +30	+0.3%	+$233	﹤0.01%	1854
2023 Q3	$90.4K	Buy	+11,776	New	+$95K	﹤0.01%	1787
2023 Q2	–	Sell	-10,313	Closed	-$82K	–	1905
2023 Q1	$82K	Sell	10,313 -5,569	-35%	-$43.2K	﹤0.01%	1771
2022 Q4	$119K	Buy	+15,882	New	+$130K	﹤0.01%	1684

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Atria Wealth Solutions's ETJ Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2025: 16,352 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in ETJ as recently as Q4 2024.

Atria Wealth Solutions first reported a position in ETJ in Q4 2022 and has held it in 7 quarters since. The position peaked at $192K in Q4 2024. 104 funds tracked by Wall St. Rank hold ETJ as of Q2 2025.

Atria Wealth Solutions held 16,352 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $148K as of Q2 2025.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Atria Wealth Solutions position in Q2 2025.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1414 holding.
Atria Wealth Solutions first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 7 quarters since.
Atria Wealth Solutions's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $192K in Q4 2024.
104 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.