CT
ETJ

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
Q2 		$23K Hold
2,792
– – ﹤0.01% 654
2026
Q1 		$22.8K Buy
+2,792
New +$24.2K ﹤0.01% 658

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Colonial Trust's ETJ Position: Q2 2026 in Review

Colonial Trust held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 2,792 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Colonial Trust first reported a position in ETJ in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Colonial Trust held 2,792 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $23K as of Q2 2026.
  • Colonial Trust left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #654 holding.
  • Colonial Trust first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.