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

Hoey 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 Q2	$16.5K	Hold	2,000	–	–	﹤0.01%	232
2026 Q1	$16.3K	Hold	2,000	–	–	﹤0.01%	223
2025 Q4	$17.6K	Hold	2,000	–	–	﹤0.01%	216
2025 Q3	$18K	Hold	2,000	–	–	﹤0.01%	222
2025 Q2	$18.1K	Sell	2,000 -2,000	-50%	-$17.2K	﹤0.01%	209
2025 Q1	$33.8K	Hold	4,000	–	–	0.01%	159
2024 Q4	$37.2K	Hold	4,000	–	–	0.01%	150
2024 Q3	$35.1K	Hold	4,000	–	–	0.01%	146
2024 Q2	$35.1K	Hold	4,000	–	–	0.01%	146
2024 Q1	$33.4K	Hold	4,000	–	–	0.01%	146
2023 Q4	$31.4K	Hold	4,000	–	–	0.01%	146
2023 Q3	$30.7K	Hold	4,000	–	–	0.01%	144
2023 Q2	$32.9K	Hold	4,000	–	–	0.01%	144
2023 Q1	$31.8K	Hold	4,000	–	–	0.01%	154
2022 Q4	$30K	Sell	4,000 -6,000	-60%	-$49K	0.01%	154
2022 Q3	$83K	Hold	10,000	–	–	0.03%	120
2022 Q2	$84K	Hold	10,000	–	–	0.04%	98
2022 Q1	$99K	Hold	10,000	–	–	0.03%	88
2021 Q4	$107K	Hold	10,000	–	–	0.03%	81
2021 Q3	$107K	Hold	10,000	–	–	0.03%	79
2021 Q2	$115K	Buy	10,000 +3,000	+43%	+$33.3K	0.03%	78
2021 Q1	$75K	Hold	7,000	–	–	0.03%	90
2020 Q4	$73K	Hold	7,000	–	–	0.03%	80
2020 Q3	$67K	Hold	7,000	–	–	0.03%	59
2020 Q2	$67K	Hold	7,000	–	–	0.03%	64
2020 Q1	$58K	Buy	7,000 +1,647	+31%	+$14.8K	0.04%	49
2019 Q4	$50K	Buy	+5,353	New	+$49.8K	0.04%	86

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

Hoey Investments's ETJ Position: Q2 2026 in Review

Hoey Investments held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 2,000 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Hoey Investments first reported a position in ETJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $115K in Q2 2021. 64 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Hoey Investments held 2,000 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $16.5K as of Q2 2026.
Hoey Investments left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #232 holding.
Hoey Investments first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2019 and has held it in 27 quarters since.
Hoey Investments's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $115K in Q2 2021.
64 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.