GWN Securities’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

GWN Securities’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	$163K	Hold	19,905	–	–	0.03%	458
2025 Q4	$176K	Hold	19,905	–	–	0.04%	433
2025 Q3	$179K	Hold	19,905	–	–	0.04%	382
2025 Q2	$180K	Buy	+19,905	New	+$172K	0.03%	380
2025 Q1	–	Sell	-27,960	Closed	-$259K	–	724
2024 Q4	$259K	Buy	+27,960	New	+$260K	0.07%	276

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

GWN Securities's ETJ Position: Q1 2026 in Review

GWN Securities held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2026 at 19,905 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #458.

GWN Securities first reported a position in ETJ in Q4 2024 and has held it in 5 quarters since. The position peaked at $259K in Q4 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

GWN Securities held 19,905 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $163K as of Q1 2026.
GWN Securities 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 0.03% of GWN Securities's portfolio in Q1 2026, its #458 holding.
GWN Securities first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 5 quarters since.
GWN Securities's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $259K in Q4 2024.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.