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

Congress Park Capital’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
2025 Q3	–	Sell	-12,000	Closed	-$108K	–	129
2025 Q2	$108K	Sell	12,000 -3,000	-20%	-$25.9K	0.04%	118
2025 Q1	$127K	Hold	15,000	–	–	0.05%	105
2024 Q4	$140K	Hold	15,000	–	–	0.05%	108
2024 Q3	$138K	Hold	15,000	–	–	0.05%	109
2024 Q2	$132K	Hold	15,000	–	–	0.05%	115
2024 Q1	$125K	Hold	15,000	–	–	0.06%	114
2023 Q4	$118K	Hold	15,000	–	–	0.06%	114
2023 Q3	$115K	Hold	15,000	–	–	0.06%	115
2023 Q2	$123K	Hold	15,000	–	–	0.06%	130
2023 Q1	$119K	Hold	15,000	–	–	0.06%	132
2022 Q4	$113K	Hold	15,000	–	–	0.07%	134
2022 Q3	$124K	Hold	15,000	–	–	0.07%	129
2022 Q2	$126K	Hold	15,000	–	–	0.08%	127
2022 Q1	$148K	Hold	15,000	–	–	0.07%	140
2021 Q4	$160K	Hold	15,000	–	–	0.08%	137
2021 Q3	$160K	Hold	15,000	–	–	0.08%	129
2021 Q2	$173K	Hold	15,000	–	–	0.09%	132
2021 Q1	$162K	Hold	15,000	–	–	0.09%	123
2020 Q4	$156K	Hold	15,000	–	–	0.09%	111
2020 Q3	$144K	Hold	15,000	–	–	0.09%	93
2020 Q2	$143K	Hold	15,000	–	–	0.11%	88
2020 Q1	$125K	Sell	15,000 -20,000	-57%	-$180K	0.11%	84
2019 Q4	$327K	Sell	35,000 -2,000	-5%	-$18.6K	0.24%	75
2019 Q3	$342K	Sell	37,000 -3,000	-8%	-$28.2K	0.29%	67
2019 Q2	$377K	Sell	40,000 -5,000	-11%	-$46.9K	0.3%	67
2019 Q1	$414K	Buy	45,000 +3,000	+7%	+$26.3K	0.36%	62
2018 Q4	$341K	Buy	42,000 +1,950	+5%	+$17.8K	0.38%	61
2018 Q3	$398K	Sell	40,050 -3,000	-7%	-$29.5K	0.36%	66
2018 Q2	$406K	Hold	43,050	–	–	0.39%	62
2018 Q1	$387K	Hold	43,050	–	–	0.4%	62
2017 Q4	$415K	Buy	+43,050	New	+$400K	0.42%	67

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Congress Park Capital's ETJ Position: Q3 2025 in Review

Congress Park Capital sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2025, closing a stake of 12,000 shares — an estimated $108K sold.

Congress Park Capital first reported a position in ETJ in Q4 2017 and held it in 31 quarters. The position peaked at $415K in Q4 2017. 110 funds tracked by Wall St. Rank hold ETJ as of Q3 2025.

Congress Park Capital reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
Congress Park Capital sold 12,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2025, an estimated $108K.
Congress Park Capital first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and held it in 31 quarters.
Congress Park Capital's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $415K in Q4 2017.
110 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2025.

Based on Congress Park Capital's 13F filing for Q3 2025, filed 8 Oct 2025.