CW
ETJ

Curio Wealth’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Curio Wealth’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
2025
Q2 		– Sell
-1
Closed -$9.51K – 375
2025
Q1 		$9.51K Sell
1
-1,020
-100% -$9.16K 0.01% 232
2024
Q4 		$9.51K Buy
+1,021
New +$9.49K 0.01% 218

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Curio Wealth's ETJ Position: Q2 2025 in Review

Curio Wealth sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2025, closing a stake of 1 share — an estimated $9.51K sold.

Curio Wealth first reported a position in ETJ in Q4 2024 and held it in 2 quarters. The position peaked at $9.51K in Q1 2025. 104 funds tracked by Wall St. Rank hold ETJ as of Q2 2025.

  • Curio Wealth reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
  • Curio Wealth sold 1 Eaton Vance Risk-Managed Diversified Equity Income Fund share in Q2 2025, an estimated $9.51K.
  • Curio Wealth first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and held it in 2 quarters.
  • Curio Wealth's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $9.51K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Curio Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.