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

Avantax 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
2023 Q4	–	Sell	-10,104	Closed	-$77.6K	–	1602
2023 Q3	$77.6K	Buy	+10,104	New	+$81.5K	﹤0.01%	1500
2023 Q2	–	Sell	-10,175	Closed	-$80.9K	–	1526
2023 Q1	$80.9K	Sell	10,175 -9,144	-47%	-$71K	﹤0.01%	1433
2022 Q4	$145K	Buy	19,319 +2,660	+16%	+$21.7K	﹤0.01%	1343
2022 Q3	$138K	Buy	16,659 +2,229	+15%	+$20.5K	﹤0.01%	1250
2022 Q2	$121K	Buy	14,430 +239	+2%	+$2.17K	﹤0.01%	1238
2022 Q1	$140K	Buy	14,191 +214	+2%	+$2.15K	﹤0.01%	1222
2021 Q4	$149K	Buy	13,977 +157	+1%	+$1.73K	﹤0.01%	1197
2021 Q3	$147K	Buy	13,820 +1,116	+9%	+$12.6K	﹤0.01%	1134
2021 Q2	$146K	Buy	12,704 +45	+0.4%	+$499	﹤0.01%	1103
2021 Q1	$137K	Buy	+12,659	New	+$134K	﹤0.01%	992

Other funds holding ETJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's ETJ Position: Q4 2023 in Review

Avantax Advisory Services sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2023, closing a stake of 10,104 shares — an estimated $77.6K sold.

Avantax Advisory Services first reported a position in ETJ in Q1 2021 and held it in 10 quarters. The position peaked at $149K in Q4 2021. 87 funds tracked by Wall St. Rank hold ETJ as of Q4 2023.

Avantax Advisory Services reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 10,104 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2023, an estimated $77.6K.
Avantax Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2021 and held it in 10 quarters.
Avantax Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $149K in Q4 2021.
87 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.