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

Formidable Asset 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	$234K	Buy	28,583 +212	+0.7%	+$1.77K	0.04%	356
2026 Q1	$250K	Buy	28,371 +131	+0.5%	+$1.13K	0.04%	344
2025 Q4	$254K	Sell	28,240 -1,062	-4%	-$9.37K	0.04%	353
2025 Q3	$265K	Buy	29,302 +202	+0.7%	+$1.81K	0.04%	347
2025 Q2	$246K	Hold	29,100	–	–	0.04%	336
2025 Q1	$246K	Buy	29,100 +188	+0.7%	+$1.69K	0.04%	335
2024 Q4	$269K	Buy	28,912 +180	+0.6%	+$1.67K	0.04%	316
2024 Q3	$265K	Sell	28,732 -1,815	-6%	-$16.2K	0.04%	315
2024 Q2	$268K	Buy	30,547 +182	+0.6%	+$1.54K	0.04%	319
2024 Q1	$254K	Sell	30,365 -2,270	-7%	-$18.6K	0.04%	303
2023 Q4	$256K	Sell	32,635 -1,483	-4%	-$11.5K	0.05%	230
2023 Q3	$262K	Sell	34,118 -638	-2%	-$5.15K	0.06%	229
2023 Q2	$286K	Sell	34,756 -4,334	-11%	-$34.4K	0.06%	221
2023 Q1	$306K	Sell	39,090 -837	-2%	-$6.5K	0.06%	224
2022 Q4	$299K	Buy	39,927 +116	+0.3%	+$947	0.07%	229
2022 Q3	$331K	Buy	39,811 +253	+0.6%	+$2.33K	0.08%	206
2022 Q2	$331K	Buy	39,558 +170	+0.4%	+$1.55K	0.07%	216
2022 Q1	$389K	Buy	+39,388	New	+$396K	0.07%	219
2021 Q4	–	Sell	-39,092	Closed	-$418K	–	333
2021 Q3	$418K	Sell	39,092 -915	-2%	-$10.3K	0.08%	225
2021 Q2	$467K	Sell	40,007 -11,571	-22%	-$128K	0.1%	182
2021 Q1	$560K	Buy	51,578 +133	+0.3%	+$1.41K	0.12%	151
2020 Q4	$519K	Buy	+51,445	New	+$516K	0.12%	151
2020 Q3	–	Sell	-51,171	Closed	-$504K	–	275
2020 Q2	$504K	Buy	51,171 +141	+0.3%	+$1.3K	0.15%	135
2020 Q1	$425K	Buy	+51,030	New	+$460K	0.17%	115
2019 Q4	–	Sell	-50,752	Closed	-$470K	–	240
2019 Q3	$470K	Buy	+50,752	New	+$476K	0.43%	44
2018 Q4	–	Sell	-43,569	Closed	-$435K	–	96
2018 Q3	$435K	Buy	43,569 +111	+0.3%	+$1.09K	0.17%	89
2018 Q2	$410K	Sell	43,458 -720	-2%	-$6.71K	0.18%	86
2018 Q1	$397K	Buy	44,178 +115	+0.3%	+$1.07K	0.2%	79
2017 Q4	$424K	Sell	44,063 -290	-0.7%	-$2.69K	0.2%	86
2017 Q3	$418K	Buy	+44,353	New	+$418K	0.18%	121
2017 Q2	–	Sell	-44,176	Closed	-$410K	–	187
2017 Q1	$410K	Buy	44,176 +152	+0.3%	+$1.42K	0.18%	120
2016 Q4	$394K	Buy	44,024 +125	+0.3%	+$1.13K	0.2%	118
2016 Q3	$414K	Buy	43,899 +2,113	+5%	+$20.5K	0.21%	111
2016 Q2	$409K	Sell	41,786 -2,689	-6%	-$26K	0.23%	109
2016 Q1	$421K	Sell	44,475 -2,491	-5%	-$23.6K	0.3%	84
2015 Q4	$464K	Buy	46,966 +99	+0.2%	+$1K	0.32%	73
2015 Q3	$449K	Buy	46,867 +95	+0.2%	+$993	0.3%	75
2015 Q2	$506K	Buy	46,772 +59	+0.1%	+$642	0.32%	70
2015 Q1	$506K	Buy	46,713 +116	+0.2%	+$1.25K	0.33%	66
2014 Q4	$497K	Buy	46,597 +53	+0.1%	+$604	0.34%	71
2014 Q3	$538K	Buy	46,544 +102	+0.2%	+$1.18K	0.36%	68
2014 Q2	$536K	Buy	46,442 +76	+0.2%	+$860	0.32%	77
2014 Q1	$519K	Buy	46,366 +50	+0.1%	+$571	0.36%	63
2013 Q4	$528K	Buy	46,316 +697	+2%	+$7.77K	0.36%	70
2013 Q3	$500K	Buy	+45,619	New	+$500K	0.43%	63

Other funds holding ETJ

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Formidable Asset Management's ETJ Position: Q2 2026 in Review

Formidable Asset Management increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.75% in Q2 2026, buying an estimated $1.77K and bringing the position to 28,583 shares worth $234K. The position accounts for 0.04% of the portfolio, ranked #356.

Formidable Asset Management first reported a position in ETJ in Q3 2013 and has held it in 45 quarters since. The position peaked at $560K in Q1 2021. 21 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Formidable Asset Management held 28,583 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $234K as of Q2 2026.
Formidable Asset Management bought 212 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $1.77K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.04% of Formidable Asset Management's portfolio in Q2 2026, its #356 holding.
Formidable Asset Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2013 and has held it in 45 quarters since.
Formidable Asset Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $560K in Q1 2021.
21 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.