IFWM
ETJ

Institute for Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Institute for Wealth Management’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 		$16.6K Buy
+2,005
New +$16.8K ﹤0.01% 1184

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Institute for Wealth Management's ETJ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026: 2,005 shares worth $16.6K. The stake represents ﹤0.01% of the portfolio and ranks #1184 among its holdings.

69 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Institute for Wealth Management held 2,005 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $16.6K as of Q2 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Institute for Wealth Management position in Q2 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1184 holding.
  • 69 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.