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 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 $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

Independent Advisor Alliance's ETJ Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2026: 69,048 shares worth $564K. The stake represents 0.01% of the portfolio and ranks #1065 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in ETJ as recently as Q4 2024.

Independent Advisor Alliance first reported a position in ETJ in Q4 2024 and has held it in 2 quarters since. The position peaked at $590K in Q4 2024. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Independent Advisor Alliance held 69,048 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $564K as of Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Independent Advisor Alliance position in Q1 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1065 holding.
Independent Advisor Alliance first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 2 quarters since.
Independent Advisor Alliance's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $590K in Q4 2024.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.