Baird Financial Group
ETJ

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

Baird Financial Group’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 		$287K Buy
35,101
+2,266
+7% +$19.6K ﹤0.01% 1654
2025
Q4 		$290K Sell
32,835
-2,144
-6% -$18.9K ﹤0.01% 1645
2025
Q3 		$314K Buy
34,979
+6,963
+25% +$62.5K ﹤0.01% 1620
2025
Q2 		$253K Buy
28,016
+9,588
+52% +$82.7K ﹤0.01% 1638
2025
Q1 		$156K Buy
+18,428
New +$166K ﹤0.01% 1697
2021
Q2 		– Sell
-20,308
Closed -$219K – 1750
2021
Q1 		$219K Sell
20,308
-5,375
-21% -$56.9K ﹤0.01% 1617
2020
Q4 		$266K Sell
25,683
-1,587
-6% -$15.9K ﹤0.01% 1401
2020
Q3 		$261K Buy
27,270
+1,647
+6% +$16.4K ﹤0.01% 1339
2020
Q2 		$245K Buy
25,623
+4,937
+24% +$45.4K ﹤0.01% 1367
2020
Q1 		$172K Sell
20,686
-4,449
-18% -$40.1K ﹤0.01% 1342
2019
Q4 		$235K Sell
25,135
-5,067
-17% -$47.2K ﹤0.01% 1422
2019
Q3 		$279K Buy
30,202
+275
+0.9% +$2.58K ﹤0.01% 1341
2019
Q2 		$281K Buy
29,927
+10,367
+53% +$97.2K ﹤0.01% 1350
2019
Q1 		$180K Buy
+19,560
New +$172K ﹤0.01% 1251
2018
Q1 		– Sell
-77,453
Closed -$746K – 1261
2017
Q4 		$746K Sell
77,453
-1,897
-2% -$17.6K 0.01% 900
2017
Q3 		$748K Buy
79,350
+1,872
+2% +$17.6K 0.01% 881
2017
Q2 		$726K Buy
77,478
+36,703
+90% +$341K 0.01% 863
2017
Q1 		$370K Buy
40,775
+1,098
+3% +$10.2K ﹤0.01% 1029
2016
Q4 		$356K Buy
+39,677
New +$360K ﹤0.01% 1012

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

Baird Financial Group's ETJ Position: Q1 2026 in Review

Baird Financial Group increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 6.9% in Q1 2026, buying an estimated $19.6K and bringing the position to 35,101 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Baird Financial Group first reported a position in ETJ in Q4 2016 and has held it in 19 quarters since. The position peaked at $748K in Q3 2017. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Baird Financial Group held 35,101 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $287K as of Q1 2026.
  • Baird Financial Group bought 2,266 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $19.6K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1654 holding.
  • Baird Financial Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2016 and has held it in 19 quarters since.
  • Baird Financial Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $748K in Q3 2017.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.