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

Creative Planning’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	$1.23M	Sell	150,479 -25,955	-15%	-$225K	﹤0.01%	2289
2025 Q4	$1.56M	Sell	176,434 -6,698	-4%	-$59.1K	﹤0.01%	1924
2025 Q3	$1.65M	Sell	183,132 -17,143	-9%	-$154K	﹤0.01%	1694
2025 Q2	$1.81M	Sell	200,275 -12,957	-6%	-$112K	﹤0.01%	1398
2025 Q1	$1.8M	Buy	+213,232	New	+$1.92M	﹤0.01%	1251
2018 Q3	–	Sell	-18,020	Closed	-$170K	–	2098
2018 Q2	$170K	Buy	+18,020	New	+$168K	﹤0.01%	1678
2017 Q3	–	Sell	-800	Closed	-$7K	–	2438
2017 Q2	$7K	Sell	800 -13,377	-94%	-$124K	﹤0.01%	3813
2017 Q1	$129K	Buy	14,177 +7,177	+103%	+$67K	﹤0.01%	1787
2016 Q4	$63K	Buy	+7,000	New	+$63.5K	﹤0.01%	2201
2016 Q3	–	Sell	-1,350	Closed	-$13K	–	4614
2016 Q2	$13K	Hold	1,350	–	–	﹤0.01%	3068
2016 Q1	$13K	Buy	+1,350	New	+$12.8K	﹤0.01%	3041
2015 Q1	–	Sell	-635	Closed	-$7K	–	4266
2014 Q4	$7K	Hold	635	–	–	﹤0.01%	3304
2014 Q3	$7K	Sell	635 -1,121	-64%	-$13K	﹤0.01%	3125
2014 Q2	$20K	Buy	1,756 +42	+2%	+$475	﹤0.01%	2480
2014 Q1	$19K	Buy	+1,714	New	+$19.6K	﹤0.01%	2408
2013 Q4	–	Sell	-10,000	Closed	-$108K	–	3352
2013 Q3	$108K	Buy	10,000 +9,000	+900%	+$98.6K	﹤0.01%	1071
2013 Q2	$11K	Buy	+1,000	New	+$11.2K	﹤0.01%	2217

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 Planning's ETJ Position: Q1 2026 in Review

Creative Planning reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 15% in Q1 2026, selling an estimated $225K and leaving 150,479 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

Creative Planning first reported a position in ETJ in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.81M in Q2 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Creative Planning held 150,479 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.23M as of Q1 2026.
Creative Planning sold 25,955 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $225K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2289 holding.
Creative Planning first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 17 quarters since.
Creative Planning's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.81M in Q2 2025.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.