Creative Financial Designs’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Creative Financial Designs’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
2023 Q1	–	Sell	-3,665	Closed	-$27.5K	–	1414
2022 Q4	$27.5K	Buy	3,665 +93	+3%	+$759	﹤0.01%	694
2022 Q3	$30K	Buy	3,572 +92	+3%	+$846	﹤0.01%	644
2022 Q2	$29K	Buy	3,480 +86	+3%	+$782	﹤0.01%	650
2022 Q1	$34K	Buy	+3,394	New	+$34.1K	0.01%	638
2021 Q4	–	Sell	-3,246	Closed	-$35K	–	1277
2021 Q3	$35K	Buy	3,246 +46	+1%	+$517	0.01%	698
2021 Q2	$37K	Buy	3,200 +64	+2%	+$710	0.01%	682
2021 Q1	$34K	Buy	3,136 +67	+2%	+$709	0.01%	652
2020 Q4	$32K	Buy	3,069 +69	+2%	+$692	0.01%	608
2020 Q3	$29K	Buy	+3,000	New	+$29.8K	0.01%	572

Other funds holding ETJ

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Alternatives La Jolla, California $185M AUM 16.33% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Financial Designs's ETJ Position: Q1 2023 in Review

Creative Financial Designs sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2023, closing a stake of 3,665 shares — an estimated $27.5K sold.

Creative Financial Designs first reported a position in ETJ in Q3 2020 and held it in 9 quarters. The position peaked at $37K in Q2 2021. 89 funds tracked by Wall St. Rank hold ETJ as of Q1 2023.

Creative Financial Designs reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Creative Financial Designs sold 3,665 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $27.5K.
Creative Financial Designs first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2020 and held it in 9 quarters.
Creative Financial Designs's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $37K in Q2 2021.
89 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Creative Financial Designs's 13F filing for Q1 2023, filed 25 Apr 2023.