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 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%	+$2.15K	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 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

Insight Advisors's ETJ Position: Q2 2026 in Review

Insight Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 2.3% in Q2 2026, buying an estimated $2.36K and bringing the position to 12,426 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #238.

Insight Advisors first reported a position in ETJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $118K in Q3 2021. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Insight Advisors held 12,426 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $103K as of Q2 2026.
Insight Advisors bought 282 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $2.36K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.02% of Insight Advisors's portfolio in Q2 2026, its #238 holding.
Insight Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 23 quarters since.
Insight Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $118K in Q3 2021.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.