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

Focus Partners 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
2026 Q2	$1.59M	Sell	191,837 -33,855	-15%	-$283K	﹤0.01%	1437
2026 Q1	$1.84M	Buy	225,692 +26,933	+14%	+$233K	﹤0.01%	1346
2025 Q4	$1.75M	Buy	+198,759	New	+$1.75M	﹤0.01%	1380

Other funds holding ETJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Focus Partners Wealth's ETJ Position: Q2 2026 in Review

Focus Partners Wealth reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 15% in Q2 2026, selling an estimated $283K and leaving 191,837 shares worth $1.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Focus Partners Wealth first reported a position in ETJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.84M in Q1 2026. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Focus Partners Wealth held 191,837 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.59M as of Q2 2026.
Focus Partners Wealth sold 33,855 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $283K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1437 holding.
Focus Partners Wealth first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
Focus Partners Wealth's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.84M in Q1 2026.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.