Harbour Investments’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Harbour Investments’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	$103K	Buy	12,574 +6,000	+91%	+$51.9K	﹤0.01%	1922
2025 Q4	$58K	Buy	6,574 +5,574	+557%	+$49.2K	﹤0.01%	1900
2025 Q3	$8.99K	Hold	1,000	–	–	﹤0.01%	2735
2025 Q2	$9.04K	Buy	+1,000	New	+$8.62K	﹤0.01%	2618
2021 Q4	–	Sell	-3,983	Closed	-$43K	–	2950
2021 Q3	$43K	Hold	3,983	–	–	﹤0.01%	1853
2021 Q2	$46K	Buy	3,983 +663	+20%	+$7.35K	﹤0.01%	1863
2021 Q1	$36K	Buy	+3,320	New	+$35.1K	﹤0.01%	1867

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

Harbour Investments's ETJ Position: Q1 2026 in Review

Harbour Investments increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 91% in Q1 2026, buying an estimated $51.9K and bringing the position to 12,574 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Harbour Investments first reported a position in ETJ in Q1 2021 and has held it in 7 quarters since. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Harbour Investments held 12,574 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $103K as of Q1 2026.
Harbour Investments bought 6,000 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $51.9K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1922 holding.
Harbour Investments first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2021 and has held it in 7 quarters since.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.