BRWA
ETJ

B. Riley Wealth Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

B. Riley Wealth Advisors’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 		$163K Buy
19,743
+2,288
+13% +$19.1K 0.01% 803
2026
Q1 		$138K Buy
17,455
+5,095
+41% +$44.1K 0.01% 761
2025
Q4 		$109K Buy
12,360
+32
+0.3% +$282 0.01% 929
2025
Q3 		$111K Buy
12,328
+179
+1% +$1.61K 0.01% 947
2025
Q2 		$110K Buy
+12,149
New +$105K 0.01% 952
2024
Q2 		– Sell
-17,011
Closed -$131K – 1452
2024
Q1 		$131K Buy
+17,011
New +$139K ﹤0.01% 1331
2023
Q4 		– Sell
-17,011
Closed -$131K – 1432
2023
Q3 		$131K Sell
17,011
-6,058
-26% -$48.9K ﹤0.01% 1331
2023
Q2 		$190K Sell
23,069
-4,336
-16% -$34.5K ﹤0.01% 1368
2023
Q1 		$218K Buy
27,405
+118
+0.4% +$916 0.01% 1248
2022
Q4 		$205K Buy
27,287
+5,537
+25% +$45.2K 0.01% 1251
2022
Q3 		$180K Buy
21,750
+9,517
+78% +$87.5K 0.01% 1250
2022
Q2 		$103K Sell
12,233
-3,329
-21% -$30.3K ﹤0.01% 1124
2022
Q1 		$154K Buy
15,562
+5,152
+49% +$51.8K 0.01% 1249
2021
Q4 		$112K Buy
+10,410
New +$115K ﹤0.01% 1333
2020
Q1 		– Sell
-11,652
Closed -$109K – 830
2019
Q4 		$109K Sell
11,652
-1,545
-12% -$14.4K 0.01% 795
2019
Q3 		$122K Buy
13,197
+54
+0.4% +$507 0.01% 762
2019
Q2 		$124K Sell
13,143
-9,775
-43% -$91.6K 0.01% 749
2019
Q1 		$211K Buy
22,918
+6,122
+36% +$53.7K 0.03% 638
2018
Q4 		$137K Sell
16,796
-348
-2% -$3.19K 0.02% 604
2018
Q3 		$171K Buy
17,144
+2,031
+13% +$19.9K 0.02% 660
2018
Q2 		$143K Buy
+15,113
New +$141K 0.02% 628
2017
Q1 		– Sell
-22,690
Closed -$204K – 536
2016
Q4 		$204K Buy
22,690
+3,211
+16% +$29.1K 0.04% 458
2016
Q3 		$184K Buy
19,479
+902
+5% +$8.76K 0.04% 543
2016
Q2 		$182K Buy
18,577
+1,499
+9% +$14.5K 0.04% 541
2016
Q1 		$162K Buy
17,078
+99
+0.6% +$938 0.04% 489
2015
Q4 		$173K Sell
16,979
-604
-3% -$6.12K 0.04% 503
2015
Q3 		$169K Buy
+17,583
New +$184K 0.04% 488
2015
Q2 		– Sell
-17,770
Closed -$192K – 556
2015
Q1 		$192K Sell
17,770
-17,542
-50% -$189K 0.05% 469
2014
Q4 		$1.94K Buy
35,312
+16,405
+87% +$187K 0.04% 572
2014
Q3 		$221K Sell
18,907
-18,707
-50% -$217K 0.06% 474
2014
Q2 		$217K Buy
37,614
+18,091
+93% +$205K 0.05% 422
2014
Q1 		$221K Sell
19,523
-13,130
-40% -$150K 0.07% 352
2013
Q4 		$368K Sell
32,653
-11,818
-27% -$132K 0.12% 197
2013
Q3 		$481K Sell
44,471
-29,458
-40% -$323K 0.16% 149
2013
Q2 		$806K Buy
+73,929
New +$825K 0.27% 81

Other funds holding ETJ

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return