KFP
ETJ

Kerr Financial Planning’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Kerr Financial Planning’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
2025
Q4 		– Sell
-4,832
Closed -$42.2K – 528
2025
Q3 		$42.2K Buy
+4,832
New +$43.4K 0.06% 181

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kerr Financial Planning's ETJ Position: Q4 2025 in Review

Kerr Financial Planning sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q4 2025, closing a stake of 4,832 shares — an estimated $42.2K sold.

Kerr Financial Planning first reported a position in ETJ in Q3 2025 and held it in 1 quarter. The position peaked at $42.2K in Q3 2025. 119 funds tracked by Wall St. Rank hold ETJ as of Q4 2025.

  • Kerr Financial Planning reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 4,832 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $42.2K.
  • Kerr Financial Planning first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $42.2K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.