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

Independent Financial 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	$670K	Sell	81,025 -11,098	-12%	-$92.9K	0.01%	853
2026 Q1	$753K	Sell	92,123 -4,010	-4%	-$34.7K	0.02%	733
2025 Q4	$848K	Sell	96,133 -3,000	-3%	-$26.5K	0.02%	683
2025 Q3	$891K	Sell	99,133 -15,496	-14%	-$139K	0.02%	639
2025 Q2	$1.04M	Sell	114,629 -55,342	-33%	-$477K	0.03%	533
2025 Q1	$1.44M	Buy	169,971 +10,260	+6%	+$92.2K	0.05%	375
2024 Q4	$1.49M	Buy	159,711 +26,102	+20%	+$243K	0.05%	369
2024 Q3	$1.23M	Buy	133,609 +100,194	+300%	+$895K	0.05%	386
2024 Q2	$293K	Buy	+33,415	New	+$283K	0.01%	846

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 Financial Group's ETJ Position: Q2 2026 in Review

Independent Financial Group reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 12% in Q2 2026, selling an estimated $92.9K and leaving 81,025 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #853.

Independent Financial Group first reported a position in ETJ in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q4 2024. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Independent Financial Group held 81,025 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $670K as of Q2 2026.
Independent Financial Group sold 11,098 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $92.9K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #853 holding.
Independent Financial Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2024 and has held it in 9 quarters since.
Independent Financial Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.49M in Q4 2024.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.