Insight Advisors
ETJ icon

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

Insight 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
Q3 		– Sell
-12,426
Closed -$103K – 244
2026
Q2 		$103K Buy
12,426
+282
+2% +$2.36K 0.02% 238
2026
Q1 		$99.2K Buy
12,144
+273
+2% +$2.36K 0.02% 239
2025
Q4 		$105K Buy
11,871
+257
+2% +$2.27K 0.02% 279
2025
Q3 		$104K Buy
11,614
+248
+2% +$2.23K 0.02% 286
2025
Q2 		$103K Buy
11,366
+250
+2% +$2.16K 0.02% 281
2025
Q1 		$94K Buy
11,116
+316
+3% +$2.84K 0.02% 276
2024
Q4 		$101K Buy
10,800
+150
+1% +$1.39K 0.02% 289
2024
Q3 		$98.1K Buy
10,650
+225
+2% +$2.01K 0.02% 297
2024
Q2 		$91.5K Buy
10,425
+236
+2% +$2K 0.02% 286
2024
Q1 		$85.1K Hold
10,189
– – 0.02% 292
2023
Q4 		$79.9K Hold
10,189
– – 0.02% 278
2023
Q3 		$78.3K Hold
10,189
– – 0.02% 268
2023
Q2 		$83.8K Hold
10,189
– – 0.02% 277
2023
Q1 		$81K Hold
10,189
– – 0.02% 294
2022
Q4 		$76.2K Hold
10,189
– – 0.03% 309
2022
Q3 		$84K Hold
10,189
– – 0.03% 276
2022
Q2 		$99K Hold
10,189
– – 0.03% 295
2022
Q1 		$101K Hold
10,189
– – 0.03% 311
2021
Q4 		$109K Hold
10,189
– – 0.03% 306
2021
Q3 		$118K Hold
10,189
– – 0.04% 306
2021
Q2 		$116K Hold
10,189
– – 0.04% 302
2021
Q1 		$111K Sell
10,189
-801
-7% -$8.48K 0.04% 321
2020
Q4 		$114K Buy
+10,990
New +$110K 0.04% 261

Other funds holding ETJ

First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
David J. Yvars Group
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Winebrenner Capital Management
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
Successful Portfolios
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Insight Advisors's ETJ Position: Q3 2026 in Review

Insight Advisors sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q3 2026, closing a stake of 12,426 shares — an estimated $103K sold.

Insight Advisors first reported a position in ETJ in Q4 2020 and held it in 23 quarters. The position peaked at $118K in Q3 2021. 23 funds tracked by Wall St. Rank hold ETJ as of Q3 2026.

  • Insight Advisors reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q3 2026 after selling out during the quarter.
  • Insight Advisors sold 12,426 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $103K.
  • Insight Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and held it in 23 quarters.
  • Insight Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $118K in Q3 2021.
  • 23 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.