Jeff Yass’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Jeff Yass’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	–	Sell	-15,969	Closed	-$130K	–	13672
2026 Q1	$130K	Buy	+15,969	New	+$138K	﹤0.01%	12142
2024 Q3	–	Sell	-21,414	Closed	-$188K	–	12237
2024 Q2	$188K	Sell	21,414 -1,318	-6%	-$11.2K	﹤0.01%	10454
2024 Q1	$190K	Buy	22,732 +5,225	+30%	+$42.7K	﹤0.01%	10643
2023 Q4	$137K	Buy	+17,507	New	+$136K	﹤0.01%	11054
2023 Q1	–	Sell	-15,685	Closed	-$118K	–	12788
2022 Q4	$118K	Buy	+15,685	New	+$128K	﹤0.01%	10791
2018 Q3	–	Sell	-11,222	Closed	-$106K	–	9474
2018 Q2	$106K	Buy	+11,222	New	+$105K	﹤0.01%	9016
2018 Q1	–	Sell	-33,187	Closed	-$320K	–	9504
2017 Q4	$320K	Buy	+33,187	New	+$308K	﹤0.01%	7481
2017 Q1	–	Sell	-22,920	Closed	-$205K	–	9169
2016 Q4	$205K	Buy	22,920 +12,605	+122%	+$114K	﹤0.01%	8620
2016 Q3	$97K	Buy	+10,315	New	+$100K	﹤0.01%	7953
2015 Q1	–	Sell	-14,981	Closed	-$160K	–	9525
2014 Q4	$160K	Buy	+14,981	New	+$171K	﹤0.01%	8972

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

Jeff Yass's ETJ Position: Q2 2026 in Review

Jeff Yass sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026, closing a stake of 15,969 shares — an estimated $130K sold.

Jeff Yass first reported a position in ETJ in Q4 2014 and held it in 10 quarters. The position peaked at $320K in Q4 2017. 121 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Jeff Yass reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 15,969 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $130K.
Jeff Yass first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2014 and held it in 10 quarters.
Jeff Yass's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $320K in Q4 2017.
121 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.