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

Diversified Enterprises’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	$91.9K	Sell	11,246 -117	-1%	-$982	﹤0.01%	441
2026 Q2	$94K	Sell	11,363 -56	-0.5%	-$469	﹤0.01%	421
2026 Q1	$93.3K	Buy	11,419 +66	+0.6%	+$571	0.01%	409
2025 Q4	$100K	Sell	11,353 -51	-0.4%	-$450	0.01%	392
2025 Q3	$103K	Sell	11,404 -271	-2%	-$2.43K	0.01%	321
2025 Q2	$106K	Sell	11,675 -169	-1%	-$1.46K	0.01%	312
2025 Q1	$100K	Sell	11,844 -1,694	-13%	-$15.2K	0.01%	304
2024 Q4	$126K	Sell	13,538 -31	-0.2%	-$288	0.01%	232
2024 Q3	$125K	Buy	+13,569	New	+$121K	0.01%	228

Other funds holding ETJ

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Diversified Enterprises's ETJ Position: Q3 2026 in Review

Diversified Enterprises reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1% in Q3 2026, selling an estimated $982 and leaving 11,246 shares worth $91.9K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Diversified Enterprises first reported a position in ETJ in Q3 2024 and has held it in 9 quarters since. The position peaked at $126K in Q4 2024. 38 funds tracked by Wall St. Rank hold ETJ as of Q3 2026.

Diversified Enterprises held 11,246 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $91.9K as of Q3 2026.
Diversified Enterprises sold 117 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $982.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Diversified Enterprises's portfolio in Q3 2026, its #441 holding.
Diversified Enterprises first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $126K in Q4 2024.
38 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.