Founders Financial Alliance’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Founders Financial Alliance’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	$158K	Buy	19,153 +31	+0.2%	+$259	0.02%	462
2026 Q1	$156K	Buy	19,122 +765	+4%	+$6.62K	0.03%	416
2025 Q4	$162K	Buy	18,357 +1,983	+12%	+$17.5K	0.03%	363
2025 Q3	$147K	Buy	+16,374	New	+$147K	0.03%	401

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

Founders Financial Alliance's ETJ Position: Q2 2026 in Review

Founders Financial Alliance increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.16% in Q2 2026, buying an estimated $259 and bringing the position to 19,153 shares worth $158K. The position accounts for 0.02% of the portfolio, ranked #462.

Founders Financial Alliance first reported a position in ETJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $162K in Q4 2025. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Founders Financial Alliance held 19,153 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $158K as of Q2 2026.
Founders Financial Alliance bought 31 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $259.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.02% of Founders Financial Alliance's portfolio in Q2 2026, its #462 holding.
Founders Financial Alliance first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
Founders Financial Alliance's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $162K in Q4 2025.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.