Gladstone Institutional Advisory’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Gladstone Institutional Advisory’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	$90.6K	Hold	11,090	–	–	﹤0.01%	819
2025 Q4	$97.8K	Sell	11,090 -150	-1%	-$1.32K	﹤0.01%	777
2025 Q3	$101K	Hold	11,240	–	–	﹤0.01%	772
2025 Q2	$102K	Hold	11,240	–	–	﹤0.01%	740
2025 Q1	$95.1K	Hold	11,240	–	–	﹤0.01%	701
2024 Q4	$105K	Sell	11,240 -4,296	-28%	-$39.9K	﹤0.01%	684
2024 Q3	$143K	Hold	15,536	–	–	0.01%	665
2024 Q2	$136K	Hold	15,536	–	–	0.01%	642
2024 Q1	$130K	Sell	15,536 -161	-1%	-$1.32K	0.01%	620
2023 Q4	$123K	Sell	15,697 -6,655	-30%	-$51.6K	0.01%	645
2023 Q3	$172K	Buy	22,352 +6,655	+42%	+$53.7K	0.01%	585
2023 Q2	$129K	Hold	15,697	–	–	0.01%	605
2023 Q1	$125K	Hold	15,697	–	–	0.01%	626
2022 Q4	$118K	Buy	+15,697	New	+$128K	0.01%	617
2021 Q3	–	Sell	-52,471	Closed	-$604K	–	561
2021 Q2	$604K	Hold	52,471	–	–	0.07%	263
2021 Q1	$566K	Buy	52,471 +1,872	+4%	+$19.8K	0.09%	218
2020 Q4	$525K	Buy	+50,599	New	+$507K	0.1%	158

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

Gladstone Institutional Advisory's ETJ Position: Q1 2026 in Review

Gladstone Institutional Advisory held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2026 at 11,090 shares worth $90.6K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Gladstone Institutional Advisory first reported a position in ETJ in Q4 2020 and has held it in 17 quarters since. The position peaked at $604K in Q2 2021. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Gladstone Institutional Advisory held 11,090 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $90.6K as of Q1 2026.
Gladstone Institutional Advisory left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #819 holding.
Gladstone Institutional Advisory first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 17 quarters since.
Gladstone Institutional Advisory's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $604K in Q2 2021.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.