Creative Capital Management Investments’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Creative Capital Management Investments’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	$29.1K	Sell	3,556 -1,138	-24%	-$9.85K	0.01%	155
2025 Q4	$41.4K	Hold	4,694	–	–	0.01%	125
2025 Q3	$42.2K	Hold	4,694	–	–	0.01%	121
2025 Q2	$42.4K	Hold	4,694	–	–	0.02%	127
2025 Q1	$39.7K	Hold	4,694	–	–	0.02%	119
2024 Q4	$43.7K	Hold	4,694	–	–	0.02%	112
2024 Q3	$43.2K	Hold	4,694	–	–	0.02%	101
2024 Q2	$41.2K	Hold	4,694	–	–	0.02%	94
2024 Q1	$39.2K	Hold	4,694	–	–	0.02%	95
2023 Q4	$36.8K	Hold	4,694	–	–	0.02%	99
2023 Q3	$36K	Buy	+4,694	New	+$37.9K	0.02%	98

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

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

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

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

Creative Capital Management Investments's ETJ Position: Q1 2026 in Review

Creative Capital Management Investments reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 24% in Q1 2026, selling an estimated $9.85K and leaving 3,556 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #155.

Creative Capital Management Investments first reported a position in ETJ in Q3 2023 and has held it in 11 quarters since. The position peaked at $43.7K in Q4 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Creative Capital Management Investments held 3,556 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $29.1K as of Q1 2026.
Creative Capital Management Investments sold 1,138 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $9.85K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Creative Capital Management Investments's portfolio in Q1 2026, its #155 holding.
Creative Capital Management Investments first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2023 and has held it in 11 quarters since.
Creative Capital Management Investments's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $43.7K in Q4 2024.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.