Focus Partners Wealth
ETJ

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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Focus Partners Wealth's ETJ Position: Q1 2026 in Review

Focus Partners Wealth increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 14% in Q1 2026, buying an estimated $233K and bringing the position to 225,692 shares worth $1.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Focus Partners Wealth first reported a position in ETJ in Q4 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Focus Partners Wealth held 225,692 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.84M as of Q1 2026.
  • Focus Partners Wealth bought 26,933 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $233K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1346 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 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.