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 Q3	$54.1K	Sell	6,625 -400	-6%	-$3.36K	﹤0.01%	1351
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

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

CoreCap Advisors's ETJ Position: Q3 2026 in Review

CoreCap Advisors reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 5.7% in Q3 2026, selling an estimated $3.36K and leaving 6,625 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

CoreCap Advisors first reported a position in ETJ in Q4 2021 and has held it in 15 quarters since. The position peaked at $155K in Q2 2022. 22 funds tracked by Wall St. Rank hold ETJ as of Q3 2026.

CoreCap Advisors held 6,625 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $54.1K as of Q3 2026.
CoreCap Advisors sold 400 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $3.36K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1351 holding.
CoreCap Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 15 quarters since.
CoreCap Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $155K in Q2 2022.
22 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.