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

GoalVest 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 Q2	$4.63K	Hold	560	–	–	﹤0.01%	389
2026 Q1	$4.58K	Hold	560	–	–	﹤0.01%	396
2025 Q4	$4.94K	Hold	560	–	–	﹤0.01%	476
2025 Q3	$5.03K	Buy	+560	New	+$5.03K	﹤0.01%	364

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

FAM

Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return

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

GoalVest Advisory's ETJ Position: Q2 2026 in Review

GoalVest Advisory held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 560 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

GoalVest Advisory first reported a position in ETJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.03K in Q3 2025. 21 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

GoalVest Advisory held 560 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $4.63K as of Q2 2026.
GoalVest Advisory left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #389 holding.
GoalVest Advisory first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
GoalVest Advisory's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $5.03K in Q3 2025.
21 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.