KA
ETJ

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

Kovack 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
Q1 		$183K Buy
22,386
+6,334
+39% +$54.8K 0.01% 944
2025
Q4 		$142K Buy
+16,052
New +$142K 0.01% 973
2025
Q3 		– Sell
-13,247
Closed -$120K – 634
2025
Q2 		$120K Buy
+13,247
New +$114K 0.01% 600

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Kovack Advisors's ETJ Position: Q1 2026 in Review

Kovack Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 39% in Q1 2026, buying an estimated $54.8K and bringing the position to 22,386 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #944.

Kovack Advisors first reported a position in ETJ in Q2 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Kovack Advisors held 22,386 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $183K as of Q1 2026.
  • Kovack Advisors bought 6,334 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $54.8K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #944 holding.
  • Kovack Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.