DI
ETJ

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

Decision 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
Q3 		$280K Hold
34,307
– – 0.25% 77
2026
Q2 		$284K Sell
34,307
-136
-0.4% -$1.14K 0.26% 77
2026
Q1 		$281K Sell
34,443
-460
-1% -$3.98K 0.32% 65
2025
Q4 		$308K Buy
+34,903
New +$308K 0.34% 55

Other funds holding ETJ

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Decision Investments's ETJ Position: Q3 2026 in Review

Decision Investments held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q3 2026 at 34,307 shares worth $280K. The position accounts for 0.25% of the portfolio, ranked #77.

Decision Investments first reported a position in ETJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 9 funds tracked by Wall St. Rank hold ETJ as of Q3 2026.

  • Decision Investments held 34,307 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $280K as of Q3 2026.
  • Decision Investments left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.25% of Decision Investments's portfolio in Q3 2026, its #77 holding.
  • Decision Investments first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $308K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.