Kestra Advisory Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Kestra Advisory Services’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	$93.1K	Buy	11,252 +121	+1%	+$1.01K	﹤0.01%	3186
2026 Q1	$90.9K	Buy	11,131 +129	+1%	+$1.12K	﹤0.01%	3033
2025 Q4	$97K	Buy	+11,002	New	+$97.1K	﹤0.01%	3452
2024 Q3	–	Sell	-11,088	Closed	-$97.4K	–	2611
2024 Q2	$97.4K	Sell	11,088 -3,866	-26%	-$32.8K	﹤0.01%	2523
2024 Q1	$125K	Buy	14,954 +2,485	+20%	+$20.3K	﹤0.01%	2352
2023 Q4	$97.8K	Buy	12,469 +56	+0.5%	+$434	﹤0.01%	2196
2023 Q3	$95.3K	Buy	+12,413	New	+$100K	﹤0.01%	2023

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

Kestra Advisory Services's ETJ Position: Q2 2026 in Review

Kestra Advisory Services increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1.1% in Q2 2026, buying an estimated $1.01K and bringing the position to 11,252 shares worth $93.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3186.

Kestra Advisory Services first reported a position in ETJ in Q3 2023 and has held it in 7 quarters since. The position peaked at $125K in Q1 2024. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Kestra Advisory Services held 11,252 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $93.1K as of Q2 2026.
Kestra Advisory Services bought 121 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $1.01K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #3186 holding.
Kestra Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2023 and has held it in 7 quarters since.
Kestra Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $125K in Q1 2024.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.