Colonial Trust’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Colonial Trust’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	$22.8K	Buy	+2,792	New	+$24.2K	﹤0.01%	658

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

Colonial Trust's ETJ Position: Q1 2026 in Review

Colonial Trust opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2026: 2,792 shares worth $22.8K. The stake represents ﹤0.01% of the portfolio and ranks #658 among its holdings.

116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Colonial Trust held 2,792 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $22.8K as of Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Colonial Trust position in Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #658 holding.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.