CA
ETJ

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

Cornerstone 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
Q1 		– Sell
-762,333
Closed -$6.72M – 122
2025
Q4 		$6.72M Sell
762,333
-207,084
-21% -$1.83M 0.22% 114
2025
Q3 		$8.72M Buy
969,417
+96,049
+11% +$862K 0.29% 87
2025
Q2 		$7.9M Buy
873,368
+253,659
+41% +$2.19M 0.27% 94
2025
Q1 		$5.24M Buy
619,709
+269,034
+77% +$2.42M 0.23% 106
2024
Q4 		$3.26M Sell
350,675
-551,265
-61% -$5.12M 0.13% 151
2024
Q3 		$8.31M Sell
901,940
-391,840
-30% -$3.5M 0.33% 78
2024
Q2 		$11.4M Buy
1,293,780
+493,857
+62% +$4.19M 0.46% 50
2024
Q1 		$6.68M Buy
799,923
+202,790
+34% +$1.66M 0.28% 97
2023
Q4 		$4.68M Buy
597,133
+240,054
+67% +$1.86M 0.21% 121
2023
Q3 		$2.74M Buy
357,079
+215,502
+152% +$1.74M 0.13% 173
2023
Q2 		$1.16M Buy
+141,577
New +$1.13M 0.06% 198
2019
Q1 		– Sell
-34,200
Closed -$278K – 212
2018
Q4 		$278K Buy
+34,200
New +$313K 0.02% 217
2017
Q3 		– Sell
-65,072
Closed -$610K – 262
2017
Q2 		$610K Buy
65,072
+25,538
+65% +$237K 0.11% 179
2017
Q1 		$359K Buy
+39,534
New +$369K 0.06% 196
2015
Q4 		– Sell
-18,750
Closed -$180K – 237
2015
Q3 		$180K Sell
18,750
-289,590
-94% -$3.03M 0.04% 231
2015
Q2 		$3.33M Sell
308,340
-180,588
-37% -$1.97M 0.74% 38
2015
Q1 		$5.29M Buy
+488,928
New +$5.28M 1.09% 24

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 $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cornerstone Advisors's ETJ Position: Q1 2026 in Review

Cornerstone Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2026, closing a stake of 762,333 shares — an estimated $6.72M sold.

Cornerstone Advisors first reported a position in ETJ in Q1 2015 and held it in 17 quarters. The position peaked at $11.4M in Q2 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Cornerstone Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Advisors sold 762,333 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $6.72M.
  • Cornerstone Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2015 and held it in 17 quarters.
  • Cornerstone Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $11.4M in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Cornerstone Advisors's 13F filing for Q1 2026, filed 8 May 2026.