JO
ETJ

John Overdeck’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

John Overdeck’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 		$1.1M Hold
133,176
– – ﹤0.01% 3539
2026
Q1 		$1.09M Sell
133,176
-359
-0.3% -$3.11K ﹤0.01% 3200
2025
Q4 		$1.18M Sell
133,535
-621
-0.5% -$5.48K ﹤0.01% 2808
2025
Q3 		$1.21M Buy
134,156
+75,909
+130% +$681K ﹤0.01% 2454
2025
Q2 		$527K Buy
+58,247
New +$502K ﹤0.01% 2564

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
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

John Overdeck's ETJ Position: Q2 2026 in Review

John Overdeck held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 133,176 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3539.

John Overdeck first reported a position in ETJ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.21M in Q3 2025. 121 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • John Overdeck held 133,176 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.1M as of Q2 2026.
  • John Overdeck left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3539 holding.
  • John Overdeck first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 5 quarters since.
  • John Overdeck's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.21M in Q3 2025.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.