KCIA
ETJ

Kingsbury Capital Investment Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Kingsbury Capital Investment Advisors’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 		$92.9K Buy
11,230
+255
+2% +$2.13K 0.08% 111
2026
Q1 		$89.7K Buy
+10,975
New +$94.9K 0.08% 105

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

Kingsbury Capital Investment Advisors's ETJ Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 2.3% in Q2 2026, buying an estimated $2.13K and bringing the position to 11,230 shares worth $92.9K. The position accounts for 0.08% of the portfolio, ranked #111.

Kingsbury Capital Investment Advisors first reported a position in ETJ in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Kingsbury Capital Investment Advisors held 11,230 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $92.9K as of Q2 2026.
  • Kingsbury Capital Investment Advisors bought 255 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $2.13K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.08% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #111 holding.
  • Kingsbury Capital Investment Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.