IA
ETJ

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
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% +$2.15K 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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
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
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Insight Advisors's ETJ Position: Q1 2026 in Review

Insight Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 2.3% in Q1 2026, buying an estimated $2.36K and bringing the position to 12,144 shares worth $99.2K. The position accounts for 0.02% of the portfolio, ranked #239.

Insight Advisors first reported a position in ETJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $118K in Q3 2021. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Insight Advisors held 12,144 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $99.2K as of Q1 2026.
  • Insight Advisors bought 273 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $2.36K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.02% of Insight Advisors's portfolio in Q1 2026, its #239 holding.
  • Insight Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $118K in Q3 2021.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.