Carson Wealth (CWM LLC)
ETJ

Carson Wealth (CWM LLC)’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Carson Wealth (CWM LLC)’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
2022
Q4 		– Sell
-579
Closed -$5K – 4042
2022
Q3 		$5K Hold
579
– – ﹤0.01% 3057
2022
Q2 		$5K Hold
579
– – ﹤0.01% 2959
2022
Q1 		$6K Hold
579
– – ﹤0.01% 2736
2021
Q4 		$6K Buy
+579
New +$6.39K ﹤0.01% 2626
2021
Q2 		$7K Hold
579
– – ﹤0.01% 2236
2021
Q1 		$7K Hold
579
– – ﹤0.01% 2236
2020
Q4 		$7K Hold
579
– – ﹤0.01% 2236
2020
Q3 		$7K Hold
579
– – ﹤0.01% 2235
2020
Q2 		$7K Hold
579
– – ﹤0.01% 2235
2020
Q1 		$7K Hold
579
– – ﹤0.01% 2235
2019
Q4 		$7K Hold
579
– – ﹤0.01% 2235
2019
Q3 		$7K Hold
579
– – ﹤0.01% 2234
2019
Q2 		$7K Hold
579
– – ﹤0.01% 2234
2019
Q1 		$7K Sell
579
-44,815
-99% -$393K ﹤0.01% 2234
2018
Q4 		$369K Buy
+45,394
New +$415K 0.01% 490

Other funds holding ETJ

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
FA
Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ETJ Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2022, closing a stake of 579 shares — an estimated $5K sold.

Carson Wealth (CWM LLC) first reported a position in ETJ in Q4 2018 and held it in 15 quarters. The position peaked at $369K in Q4 2018. 94 funds tracked by Wall St. Rank hold ETJ as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 579 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2022, an estimated $5K.
  • Carson Wealth (CWM LLC) first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2018 and held it in 15 quarters.
  • Carson Wealth (CWM LLC)'s Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $369K in Q4 2018.
  • 94 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.