Cambridge Investment Research Advisors
ETJ

Cambridge Investment Research Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Cambridge Investment Research 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 		$1.69M Buy
203,865
+12,925
+7% +$108K ﹤0.01% 1696
2026
Q1 		$1.56M Buy
190,940
+5,209
+3% +$45.1K ﹤0.01% 1806
2025
Q4 		$1.64M Buy
185,731
+5,730
+3% +$50.6K ﹤0.01% 1710
2025
Q3 		$1.62M Sell
180,001
-1,449
-0.8% -$13K ﹤0.01% 1671
2025
Q2 		$1.64M Sell
181,450
-16,656
-8% -$144K 0.01% 1576
2025
Q1 		$1.68M Buy
198,106
+2,018
+1% +$18.1K 0.01% 1462
2024
Q4 		$1.83M Sell
196,088
-42,644
-18% -$396K 0.01% 1420
2024
Q3 		$2.2M Sell
238,732
-6,938
-3% -$62K 0.01% 1281
2024
Q2 		$2.16M Buy
245,670
+6,873
+3% +$58.2K 0.01% 1234
2024
Q1 		$1.99M Buy
238,797
+7,664
+3% +$62.6K 0.01% 1257
2023
Q4 		$1.81M Sell
231,133
-18,571
-7% -$144K 0.01% 1262
2023
Q3 		$1.92M Sell
249,704
-2,026
-0.8% -$16.3K 0.01% 1162
2023
Q2 		$2.07M Buy
251,730
+113,360
+82% +$901K 0.01% 1148
2023
Q1 		$1.1M Sell
138,370
-7,094
-5% -$55.1K 0.01% 1515
2022
Q4 		$1.09M Sell
145,464
-1,337
-0.9% -$10.9K 0.01% 1465
2022
Q3 		$1.21M Sell
146,801
-2,797
-2% -$25.7K 0.01% 1341
2022
Q2 		$1.25M Buy
149,598
+6,368
+4% +$57.9K 0.01% 1315
2022
Q1 		$1.42M Buy
143,230
+2,837
+2% +$28.5K 0.01% 1348
2021
Q4 		$1.5M Buy
140,393
+7,314
+5% +$80.8K 0.01% 1320
2021
Q3 		$1.42M Buy
133,079
+4,516
+4% +$50.8K 0.01% 1285
2021
Q2 		$1.48M Buy
128,563
+13,172
+11% +$146K 0.01% 1281
2021
Q1 		$1.24M Buy
115,391
+3,675
+3% +$38.9K 0.01% 1288
2020
Q4 		$1.16M Sell
111,716
-3,407
-3% -$34.2K 0.01% 1209
2020
Q3 		$1.1M Sell
115,123
-2,845
-2% -$28.3K 0.01% 1129
2020
Q2 		$1.13M Buy
117,968
+11,345
+11% +$104K 0.01% 1053
2020
Q1 		$887K Sell
106,623
-1,597
-1% -$14.4K 0.01% 1032
2019
Q4 		$1.01M Sell
108,220
-44,844
-29% -$417K 0.01% 1143
2019
Q3 		$1.41M Sell
153,064
-33,956
-18% -$319K 0.01% 893
2019
Q2 		$1.76M Buy
187,020
+10,890
+6% +$102K 0.02% 770
2019
Q1 		$1.62M Sell
176,130
-3,377
-2% -$29.6K 0.02% 803
2018
Q4 		$1.46M Sell
179,507
-9,986
-5% -$91.4K 0.02% 759
2018
Q3 		$1.88M Sell
189,493
-3,961
-2% -$38.9K 0.02% 713
2018
Q2 		$1.82M Buy
193,454
+8,916
+5% +$83.1K 0.02% 685
2018
Q1 		$1.66M Buy
184,538
+1
+0% +$9 0.02% 686
2017
Q4 		$1.78M Buy
184,537
+5,583
+3% +$51.9K 0.02% 632
2017
Q3 		$1.69M Sell
178,954
-880
-0.5% -$8.28K 0.02% 591
2017
Q2 		$1.69M Buy
179,834
+34,233
+24% +$318K 0.02% 584
2017
Q1 		$1.32M Buy
145,601
+21,089
+17% +$197K 0.02% 616
2016
Q4 		$1.12M Sell
124,512
-4,180
-3% -$37.9K 0.02% 621
2016
Q3 		$1.21M Sell
128,692
-5,756
-4% -$55.9K 0.02% 597
2016
Q2 		$1.31M Buy
134,448
+4,417
+3% +$42.7K 0.03% 491
2016
Q1 		$1.23M Buy
130,031
+37,883
+41% +$359K 0.03% 494
2015
Q4 		$936K Buy
92,148
+4,030
+5% +$40.8K 0.02% 574
2015
Q3 		$846K Buy
88,118
+2,104
+2% +$22K 0.02% 536
2015
Q2 		$930K Sell
86,014
-1,567
-2% -$17.1K 0.03% 532
2015
Q1 		$948K Buy
87,581
+51,635
+144% +$558K 0.03% 521
2014
Q4 		$383K Buy
35,946
+6,604
+23% +$75.3K 0.01% 904
2014
Q3 		$343K Sell
29,342
-3,921
-12% -$45.5K 0.01% 1022
2014
Q2 		$384K Sell
33,263
-17,033
-34% -$193K 0.01% 879
2014
Q1 		$568K Buy
+50,296
New +$575K 0.02% 655
2013
Q3 		– Sell
-13,670
Closed -$149K – 1209
2013
Q2 		$149K Buy
+13,670
New +$152K 0.01% 1014

Other funds holding ETJ

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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

Cambridge Investment Research Advisors's ETJ Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 6.8% in Q2 2026, buying an estimated $108K and bringing the position to 203,865 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Cambridge Investment Research Advisors first reported a position in ETJ in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.2M in Q3 2024. 41 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Cambridge Investment Research Advisors held 203,865 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.69M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 12,925 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $108K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1696 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 51 quarters since.
  • Cambridge Investment Research Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $2.2M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.