Garden State Investment Advisory Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Garden State Investment Advisory Services’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	$433K	Buy	52,945 +7,257	+16%	+$62.8K	0.1%	169
2025 Q4	$403K	Sell	45,688 -143	-0.3%	-$1.26K	0.09%	184
2025 Q3	$412K	Sell	45,831 -4,055	-8%	-$36.4K	0.09%	182
2025 Q2	$451K	Buy	49,886 +3,778	+8%	+$32.6K	0.11%	163
2025 Q1	$390K	Sell	46,108 -356	-0.8%	-$3.2K	0.12%	151
2024 Q4	$433K	Sell	46,464 -482	-1%	-$4.48K	0.13%	138
2024 Q3	$432K	Sell	46,946 -1,865	-4%	-$16.7K	0.14%	133
2024 Q2	$429K	Buy	48,811 +221	+0.5%	+$1.87K	0.15%	125
2024 Q1	$406K	Sell	48,590 -1,731	-3%	-$14.2K	0.15%	133
2023 Q4	$395K	Buy	50,321 +140	+0.3%	+$1.08K	0.16%	128
2023 Q3	$385K	Sell	50,181 -168	-0.3%	-$1.35K	0.18%	116
2023 Q2	$414K	Buy	50,349 +5,029	+11%	+$40K	0.16%	111
2023 Q1	$360K	Buy	45,320 +124	+0.3%	+$963	0.16%	116
2022 Q4	$339K	Buy	+45,196	New	+$369K	0.2%	114

Other funds holding ETJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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 New York $57.6B AUM 8.03% 1-Year Est. Return

Garden State Investment Advisory Services's ETJ Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 16% in Q1 2026, buying an estimated $62.8K and bringing the position to 52,945 shares worth $433K. The position accounts for 0.1% of the portfolio, ranked #169.

Garden State Investment Advisory Services first reported a position in ETJ in Q4 2022 and has held it in 14 quarters since. The position peaked at $451K in Q2 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Garden State Investment Advisory Services held 52,945 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $433K as of Q1 2026.
Garden State Investment Advisory Services bought 7,257 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $62.8K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.1% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #169 holding.
Garden State Investment Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 14 quarters since.
Garden State Investment Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $451K in Q2 2025.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.