HighTower Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

HighTower Advisors’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	$341K	Buy	41,189 +4	+0%	+$33	﹤0.01%	3099
2026 Q1	$336K	Buy	41,185 +4	+0%	+$35	﹤0.01%	3063
2025 Q4	$363K	Buy	41,181 +181	+0.4%	+$1.6K	﹤0.01%	2882
2025 Q3	$369K	Sell	41,000 -7,441	-15%	-$66.8K	﹤0.01%	2869
2025 Q2	$438K	Sell	48,441 -836	-2%	-$7.21K	﹤0.01%	2641
2025 Q1	$417K	Buy	49,277 +1,128	+2%	+$10.1K	﹤0.01%	2606
2024 Q4	$448K	Buy	48,149 +227	+0.5%	+$2.11K	﹤0.01%	2558
2024 Q3	$442K	Buy	47,922 +150	+0.3%	+$1.34K	﹤0.01%	2487
2024 Q2	$419K	Sell	47,772 -3,852	-7%	-$32.6K	﹤0.01%	2442
2024 Q1	$430K	Buy	+51,624	New	+$422K	﹤0.01%	2381
2017 Q4	–	Sell	-12,700	Closed	-$118K	–	2309
2017 Q3	$118K	Sell	12,700 -82,845	-87%	-$780K	﹤0.01%	1993
2017 Q2	$892K	Buy	95,545 +81,922	+601%	+$761K	0.01%	1107
2017 Q1	$123K	Sell	13,623 -58,451	-81%	-$545K	﹤0.01%	1851
2016 Q4	$645K	Buy	72,074 +60,081	+501%	+$545K	0.01%	1155
2016 Q3	$112K	Sell	11,993 -95,857	-89%	-$931K	﹤0.01%	1729
2016 Q2	$1.06M	Sell	107,850 -1,587	-1%	-$15.3K	0.01%	862
2016 Q1	$1.03M	Sell	109,437 -1,062	-1%	-$10.1K	﹤0.01%	1015
2015 Q4	$1.12M	Buy	110,499 +370	+0.3%	+$3.75K	0.01%	912
2015 Q3	$1.06M	Sell	110,129 -281	-0.3%	-$2.94K	0.01%	853
2015 Q2	$1.19M	Buy	110,410 +10,364	+10%	+$113K	0.02%	693
2015 Q1	$1.08M	Buy	100,046 +89,046	+810%	+$962K	0.02%	778
2014 Q4	$117K	Hold	11,000	–	–	﹤0.01%	1462
2014 Q3	$129K	Sell	11,000 -120,594	-92%	-$1.4M	﹤0.01%	1411
2014 Q2	$1.52M	Sell	131,594 -5,417	-4%	-$61.3K	0.03%	650
2014 Q1	$1.55M	Buy	137,011 +57,460	+72%	+$657K	0.03%	592
2013 Q4	$897K	Buy	79,551 +9,300	+13%	+$104K	0.02%	742
2013 Q3	$759K	Buy	70,251 +2,022	+3%	+$22.2K	0.02%	702
2013 Q2	$744K	Buy	+68,229	New	+$761K	0.02%	681

Other funds holding ETJ

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

SFS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors's ETJ Position: Q2 2026 in Review

HighTower Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.01% in Q2 2026, buying an estimated $33 and bringing the position to 41,189 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

HighTower Advisors first reported a position in ETJ in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.55M in Q1 2014. 64 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

HighTower Advisors held 41,189 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $341K as of Q2 2026.
HighTower Advisors bought 4 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $33.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3099 holding.
HighTower Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 28 quarters since.
HighTower Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.55M in Q1 2014.
64 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.