AFP
ETJ

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

Ausdal Financial Partners’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 		$697K Sell
85,360
-1,686
-2% -$14.6K 0.03% 479
2025
Q4 		$768K Sell
87,046
-142
-0.2% -$1.25K 0.04% 421
2025
Q3 		$784K Sell
87,188
-12
-0% -$108 0.04% 417
2025
Q2 		$788K Sell
87,200
-6,127
-7% -$52.8K 0.05% 312
2025
Q1 		$790K Buy
93,327
+705
+0.8% +$6.33K 0.06% 284
2024
Q4 		$862K Buy
92,622
+7,825
+9% +$72.7K 0.07% 230
2024
Q3 		$781K Sell
84,797
-1,087
-1% -$9.71K 0.08% 231
2024
Q2 		$754K Buy
85,884
+2,763
+3% +$23.4K 0.08% 217
2024
Q1 		$694K Buy
83,121
+6,979
+9% +$57.1K 0.08% 216
2023
Q4 		$597K Sell
76,142
-3,807
-5% -$29.5K 0.07% 223
2023
Q3 		$614K Buy
79,949
+23,408
+41% +$189K 0.08% 216
2023
Q2 		$465K Buy
56,541
+6,667
+13% +$53K 0.06% 255
2023
Q1 		$396K Buy
49,874
+1,036
+2% +$8.04K 0.05% 283
2022
Q4 		$366K Buy
48,838
+510
+1% +$4.16K 0.05% 295
2022
Q3 		$400K Buy
48,328
+1,976
+4% +$18.2K 0.06% 280
2022
Q2 		$388K Buy
46,352
+4,106
+10% +$37.4K 0.06% 302
2022
Q1 		$417K Buy
42,246
+3,902
+10% +$39.3K 0.06% 313
2021
Q4 		$410K Buy
38,344
+1,295
+3% +$14.3K 0.05% 318
2021
Q3 		$396K Buy
37,049
+3,866
+12% +$43.5K 0.06% 316
2021
Q2 		$382K Buy
33,183
+3,746
+13% +$41.5K 0.06% 306
2021
Q1 		$317K Buy
29,437
+5,494
+23% +$58.2K 0.05% 331
2020
Q4 		$248K Buy
23,943
+5,894
+33% +$59.1K 0.05% 345
2020
Q3 		$173K Buy
+18,049
New +$179K 0.04% 329

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

Ausdal Financial Partners's ETJ Position: Q1 2026 in Review

Ausdal Financial Partners reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1.9% in Q1 2026, selling an estimated $14.6K and leaving 85,360 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #479.

Ausdal Financial Partners first reported a position in ETJ in Q3 2020 and has held it in 23 quarters since. The position peaked at $862K in Q4 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Ausdal Financial Partners held 85,360 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $697K as of Q1 2026.
  • Ausdal Financial Partners sold 1,686 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $14.6K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.03% of Ausdal Financial Partners's portfolio in Q1 2026, its #479 holding.
  • Ausdal Financial Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2020 and has held it in 23 quarters since.
  • Ausdal Financial Partners's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $862K in Q4 2024.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.