Integrated Wealth Concepts’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Integrated Wealth Concepts’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	$8K	Buy	+967	New	+$8.09K	﹤0.01%	4695
2022 Q2	–	Sell	-12,580	Closed	-$124K	–	1006
2022 Q1	$124K	Hold	12,580	–	–	﹤0.01%	907
2021 Q4	$134K	Buy	12,580 +1,945	+18%	+$21.5K	﹤0.01%	958
2021 Q3	$114K	Hold	10,635	–	–	﹤0.01%	919
2021 Q2	$123K	Buy	10,635 +19	+0.2%	+$211	﹤0.01%	784
2021 Q1	$114K	Buy	+10,616	New	+$112K	﹤0.01%	713
2019 Q2	–	Sell	-11,084	Closed	-$102K	–	395
2019 Q1	$102K	Hold	11,084	–	–	0.02%	325
2018 Q4	$90K	Buy	+11,084	New	+$101K	0.02%	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

Integrated Wealth Concepts's ETJ Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026: 967 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #4695 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in ETJ as recently as Q1 2022.

Integrated Wealth Concepts first reported a position in ETJ in Q4 2018 and has held it in 8 quarters since. The position peaked at $134K in Q4 2021. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Integrated Wealth Concepts held 967 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $8K as of Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4695 holding.
Integrated Wealth Concepts first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2018 and has held it in 8 quarters since.
Integrated Wealth Concepts's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $134K in Q4 2021.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.