DJYG
ETJ

David J. Yvars Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

David J. Yvars Group’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
Q2 		$313K Sell
37,882
-2,364
-6% -$19.8K 0.15% 69
2026
Q1 		$329K Sell
40,246
-1,684
-4% -$14.6K 0.18% 63
2025
Q4 		$370K Buy
41,930
+3,355
+9% +$29.6K 0.2% 60
2025
Q3 		$347K Buy
38,575
+5,395
+16% +$48.4K 0.19% 63
2025
Q2 		$300K Buy
33,180
+5,316
+19% +$45.8K 0.18% 63
2025
Q1 		$236K Buy
27,864
+11,999
+76% +$108K 0.19% 56
2024
Q4 		$148K Buy
15,865
+296
+2% +$2.75K 0.09% 76
2024
Q3 		$143K Buy
15,569
+303
+2% +$2.71K 0.09% 77
2024
Q2 		$134K Buy
15,266
+300
+2% +$2.54K 0.08% 73
2024
Q1 		$125K Buy
14,966
+282
+2% +$2.31K 0.08% 72
2023
Q4 		$115K Buy
14,684
+287
+2% +$2.22K 0.09% 72
2023
Q3 		$111K Buy
14,397
+267
+2% +$2.15K 0.09% 76
2023
Q2 		$116K Buy
14,130
+272
+2% +$2.16K 0.1% 79
2023
Q1 		$110K Buy
+13,858
New +$108K 0.1% 77

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 $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

David J. Yvars Group's ETJ Position: Q2 2026 in Review

David J. Yvars Group reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 5.9% in Q2 2026, selling an estimated $19.8K and leaving 37,882 shares worth $313K. The position accounts for 0.15% of the portfolio, ranked #69.

David J. Yvars Group first reported a position in ETJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $370K in Q4 2025. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • David J. Yvars Group held 37,882 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $313K as of Q2 2026.
  • David J. Yvars Group sold 2,364 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $19.8K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.15% of David J. Yvars Group's portfolio in Q2 2026, its #69 holding.
  • David J. Yvars Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2023 and has held it in 14 quarters since.
  • David J. Yvars Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $370K in Q4 2025.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.