GPS Wealth Strategies Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-11,509	Closed	-$103K	–	877
2025 Q3	$103K	Hold	11,509	–	–	0.01%	481
2025 Q2	$104K	Hold	11,509	–	–	0.01%	457
2025 Q1	$97.4K	Hold	11,509	–	–	0.01%	457
2024 Q4	$107K	Hold	11,509	–	–	0.01%	411
2024 Q3	$106K	Hold	11,509	–	–	0.01%	421
2024 Q2	$101K	Hold	11,509	–	–	0.02%	391
2024 Q1	$96.1K	Hold	11,509	–	–	0.02%	383
2023 Q4	$90.2K	Sell	11,509 -12,752	-53%	-$98.8K	0.02%	382
2023 Q3	$186K	Hold	24,261	–	–	0.04%	255
2023 Q2	$199K	Sell	24,261 -2,754	-10%	-$21.9K	0.04%	247
2023 Q1	$215K	Buy	27,015 +60	+0.2%	+$466	0.04%	230
2022 Q4	$202K	Buy	26,955 +63	+0.2%	+$514	0.06%	99
2022 Q3	$222K	Buy	26,892 +2,631	+11%	+$24.2K	0.06%	193
2022 Q2	$203K	Buy	24,261 +20,559	+555%	+$187K	0.05%	206
2022 Q1	$37K	Buy	+3,702	New	+$37.2K	0.01%	472

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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

SFS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GPS Wealth Strategies Group's ETJ Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2025, closing a stake of 11,509 shares — an estimated $103K sold.

GPS Wealth Strategies Group first reported a position in ETJ in Q1 2022 and held it in 15 quarters. The position peaked at $222K in Q3 2022. 119 funds tracked by Wall St. Rank hold ETJ as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 11,509 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $103K.
GPS Wealth Strategies Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2022 and held it in 15 quarters.
GPS Wealth Strategies Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $222K in Q3 2022.
119 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.