CoreCap Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

CoreCap Advisors’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	$58.1K	Buy	7,025 +2,000	+40%	+$16.7K	﹤0.01%	1344
2026 Q1	$41.1K	Sell	5,025 -1,735	-26%	-$15K	﹤0.01%	1391
2025 Q4	$59.6K	Hold	6,760	–	–	﹤0.01%	1239
2025 Q3	$60.8K	Hold	6,760	–	–	﹤0.01%	1234
2025 Q2	$61.1K	Hold	6,760	–	–	﹤0.01%	1157
2025 Q1	$57.2K	Hold	6,760	–	–	﹤0.01%	1120
2024 Q4	$62.9K	Hold	6,760	–	–	﹤0.01%	1086
2024 Q3	$62.3K	Hold	6,760	–	–	﹤0.01%	1105
2024 Q2	$59.4K	Hold	6,760	–	–	0.01%	625
2024 Q1	$56.4K	Buy	+6,760	New	+$55.3K	﹤0.01%	1058
2022 Q4	$92.4K	Buy	+12,325	New	+$101K	0.01%	765
2022 Q3	–	Sell	-18,545	Closed	-$155K	–	992
2022 Q2	$155K	Buy	18,545 +6,100	+49%	+$55.5K	0.01%	575
2022 Q1	$123K	Buy	12,445 +3,990	+47%	+$40.1K	0.01%	527
2021 Q4	$90K	Buy	+8,455	New	+$93.4K	0.01%	789

Other funds holding ETJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CoreCap Advisors's ETJ Position: Q2 2026 in Review

CoreCap Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 40% in Q2 2026, buying an estimated $16.7K and bringing the position to 7,025 shares worth $58.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

CoreCap Advisors first reported a position in ETJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $155K in Q2 2022. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

CoreCap Advisors held 7,025 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $58.1K as of Q2 2026.
CoreCap Advisors bought 2,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $16.7K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1344 holding.
CoreCap Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $155K in Q2 2022.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.