EM
ETJ

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

ELCO Management’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 		– Sell
-38,143
Closed -$312K – 179
2026
Q1 		$312K Sell
38,143
-3,550
-9% -$30.7K 0.15% 121
2025
Q4 		$368K Sell
41,693
-1,125
-3% -$9.93K 0.23% 97
2025
Q3 		$385K Sell
42,818
-702
-2% -$6.3K 0.2% 97
2025
Q2 		$393K Sell
43,520
-1,000
-2% -$8.62K 0.21% 97
2025
Q1 		$377K Sell
44,520
-3,075
-6% -$27.6K 0.21% 90
2024
Q4 		$443K Buy
47,595
+12,162
+34% +$113K 0.23% 87
2024
Q3 		$326K Sell
35,433
-1,394
-4% -$12.5K 0.18% 116
2024
Q2 		$323K Sell
36,827
-1,272
-3% -$10.8K 0.19% 112
2024
Q1 		$318K Hold
38,099
– – 0.19% 110
2023
Q4 		$299K Sell
38,099
-350
-0.9% -$2.71K 0.2% 107
2023
Q3 		$295K Sell
38,449
-176
-0.5% -$1.42K 0.21% 95
2023
Q2 		$317K Buy
38,625
+4,000
+12% +$31.8K 0.23% 87
2023
Q1 		$275K Sell
34,625
-100
-0.3% -$777 0.2% 103
2022
Q4 		$260K Buy
34,725
+650
+2% +$5.3K 0.2% 106
2022
Q3 		$282K Sell
34,075
-200
-0.6% -$1.84K 0.22% 99
2022
Q2 		$287K Hold
34,275
– – 0.24% 100
2022
Q1 		$339K Hold
34,275
– – 0.23% 100
2021
Q4 		$366K Buy
34,275
+102
+0.3% +$1.13K 0.26% 99
2021
Q3 		$365K Sell
34,173
-202
-0.6% -$2.27K 0.28% 85
2021
Q2 		$396K Buy
34,375
+775
+2% +$8.6K 0.29% 89
2021
Q1 		$362K Hold
33,600
– – 0.33% 92
2020
Q4 		$348K Sell
33,600
-1,000
-3% -$10K 0.3% 94
2020
Q3 		$331K Buy
34,600
+3,600
+12% +$35.7K 0.27% 90
2020
Q2 		$296K Buy
31,000
+6,700
+28% +$61.6K 0.25% 93
2020
Q1 		$202K Buy
24,300
+4,800
+25% +$43.3K 0.21% 106
2019
Q4 		$182K Buy
+19,500
New +$181K 0.11% 139

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

ELCO Management's ETJ Position: Q2 2026 in Review

ELCO Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026, closing a stake of 38,143 shares — an estimated $312K sold.

ELCO Management first reported a position in ETJ in Q4 2019 and held it in 26 quarters. The position peaked at $443K in Q4 2024. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • ELCO Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
  • ELCO Management sold 38,143 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $312K.
  • ELCO Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and held it in 26 quarters.
  • ELCO Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $443K in Q4 2024.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on ELCO Management's 13F filing for Q2 2026, filed 11 Aug 2026.