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

Harbour Wealth Management 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
2026 Q2	$192K	Buy	23,212 +356	+2%	+$2.98K	0.13%	85
2026 Q1	$187K	Buy	22,856 +66	+0.3%	+$571	0.14%	85
2025 Q4	$201K	Buy	+22,790	New	+$201K	0.16%	86

Other funds holding ETJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SFS

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

Harbour Wealth Management Group's ETJ Position: Q2 2026 in Review

Harbour Wealth Management Group increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1.6% in Q2 2026, buying an estimated $2.98K and bringing the position to 23,212 shares worth $192K. The position accounts for 0.13% of the portfolio, ranked #85.

Harbour Wealth Management Group first reported a position in ETJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $201K in Q4 2025. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Harbour Wealth Management Group held 23,212 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $192K as of Q2 2026.
Harbour Wealth Management Group bought 356 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $2.98K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.13% of Harbour Wealth Management Group's portfolio in Q2 2026, its #85 holding.
Harbour Wealth Management Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
Harbour Wealth Management Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $201K in Q4 2025.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.