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

Catalina Capital 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	$109K	Buy	13,296 +26	+0.2%	+$225	0.06%	173
2025 Q4	$117K	Buy	13,270 +98	+0.7%	+$865	0.07%	158
2025 Q3	$118K	Hold	13,172	–	–	0.07%	157
2025 Q2	$119K	Buy	+13,172	New	+$114K	0.08%	158

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

Catalina Capital Group's ETJ Position: Q1 2026 in Review

Catalina Capital Group increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.2% in Q1 2026, buying an estimated $225 and bringing the position to 13,296 shares worth $109K. The position accounts for 0.06% of the portfolio, ranked #173.

Catalina Capital Group first reported a position in ETJ in Q2 2025 and has held it in 4 quarters since. The position peaked at $119K in Q2 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Catalina Capital Group held 13,296 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $109K as of Q1 2026.
Catalina Capital Group bought 26 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $225.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.06% of Catalina Capital Group's portfolio in Q1 2026, its #173 holding.
Catalina Capital Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 4 quarters since.
Catalina Capital Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $119K in Q2 2025.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Catalina Capital Group's 13F filing for Q1 2026, filed 23 Apr 2026.