AWS
ETJ

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 – 1924
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
LPL Financial San Diego, California $376B 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 $12.6B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return