Blue Bell Private Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Blue Bell Private Wealth Management’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	$28.6K	Buy	3,500 +1,800	+106%	+$15.6K	﹤0.01%	476
2025 Q4	$15K	Buy	+1,700	New	+$15K	﹤0.01%	516
2018 Q3	–	Sell	-1,700	Closed	-$16K	–	227
2018 Q2	$16K	Sell	1,700 -8,416	-83%	-$78.5K	0.01%	144
2018 Q1	$90K	Sell	10,116 -2,570	-20%	-$24K	0.04%	100
2017 Q4	$122K	Hold	12,686	–	–	0.05%	91
2017 Q3	$120K	Sell	12,686 -5,615	-31%	-$52.9K	0.06%	92
2017 Q2	$171K	Buy	18,301 +2,700	+17%	+$25.1K	0.08%	79
2017 Q1	$142K	Sell	15,601 -600	-4%	-$5.6K	0.08%	84
2016 Q4	$146K	Buy	+16,201	New	+$147K	0.09%	82
2016 Q1	–	Sell	-12,439	Closed	-$126K	–	436
2015 Q4	$126K	Hold	12,439	–	–	0.09%	129
2015 Q3	$119K	Sell	12,439 -16,448	-57%	-$172K	0.08%	132
2015 Q2	$312K	Sell	28,887 -39,217	-58%	-$427K	0.19%	73
2015 Q1	$736K	Sell	68,104 -32,029	-32%	-$346K	0.44%	38
2014 Q4	$1.07M	Sell	100,133 -42,644	-30%	-$486K	0.62%	28
2014 Q3	$1.67M	Sell	142,777 -26,017	-15%	-$302K	1%	14
2014 Q2	$1.95M	Sell	168,794 -55,610	-25%	-$629K	1.18%	13
2014 Q1	$2.54M	Sell	224,404 -20,929	-9%	-$239K	1.72%	10
2013 Q4	$2.77M	Sell	245,333 -13,401	-5%	-$149K	2.12%	10
2013 Q3	$2.8M	Sell	258,734 -430	-0.2%	-$4.71K	2.79%	10
2013 Q2	$2.83M	Buy	+259,164	New	+$2.89M	2.5%	10

Other funds holding ETJ

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

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 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 New York $57.6B AUM 8.03% 1-Year Est. Return

Blue Bell Private Wealth Management's ETJ Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 106% in Q1 2026, buying an estimated $15.6K and bringing the position to 3,500 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Blue Bell Private Wealth Management first reported a position in ETJ in Q2 2013 and has held it in 20 quarters since. The position peaked at $2.83M in Q2 2013. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Blue Bell Private Wealth Management held 3,500 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $28.6K as of Q1 2026.
Blue Bell Private Wealth Management bought 1,800 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $15.6K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #476 holding.
Blue Bell Private Wealth Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 20 quarters since.
Blue Bell Private Wealth Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $2.83M in Q2 2013.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.