Independent Advisor Alliance’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Independent Advisor Alliance’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	–	Sell	-69,048	Closed	-$564K	–	1196
2026 Q1	$564K	Buy	+69,048	New	+$597K	0.01%	1065
2025 Q1	–	Sell	-63,400	Closed	-$590K	–	950
2024 Q4	$590K	Buy	+63,400	New	+$589K	0.01%	902

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

Independent Advisor Alliance's ETJ Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026, closing a stake of 69,048 shares — an estimated $564K sold.

Independent Advisor Alliance first reported a position in ETJ in Q4 2024 and held it in 2 quarters. The position peaked at $590K in Q4 2024. 121 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Independent Advisor Alliance reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 69,048 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $564K.
Independent Advisor Alliance first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $590K in Q4 2024.
121 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.