Liberty Capital Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Liberty Capital Management’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	$92.4K	Buy	+11,170	New	+$93.5K	0.02%	183
2025 Q4	$125K	Sell	14,170 -2,000	-12%	-$17.6K	0.02%	178
2025 Q3	$145K	Hold	16,170	–	–	0.03%	175
2025 Q2	$146K	Hold	16,170	–	–	0.03%	172
2025 Q1	$137K	Hold	16,170	–	–	0.03%	160
2024 Q4	$151K	Hold	16,170	–	–	0.03%	158
2024 Q3	$149K	Hold	16,170	–	–	0.03%	158
2024 Q2	$142K	Hold	16,170	–	–	0.03%	156
2024 Q1	$135K	Hold	16,170	–	–	0.03%	152
2023 Q4	$127K	Hold	16,170	–	–	0.03%	153
2023 Q3	$124K	Sell	16,170 -7,170	-31%	-$57.8K	0.04%	143
2023 Q2	$192K	Hold	23,340	–	–	0.06%	139
2023 Q1	$186K	Hold	23,340	–	–	0.06%	128
2022 Q4	$175K	Hold	23,340	–	–	0.06%	138
2022 Q3	$193K	Hold	23,340	–	–	0.07%	125
2022 Q2	$196K	Hold	23,340	–	–	0.07%	129
2022 Q1	$231K	Buy	+23,340	New	+$235K	0.07%	127
2018 Q1	–	Sell	-5,000	Closed	-$49K	–	140
2017 Q4	$49K	Hold	5,000	–	–	0.03%	178
2017 Q3	$47K	Hold	5,000	–	–	0.03%	187
2017 Q2	$47K	Hold	5,000	–	–	0.03%	175
2017 Q1	$45K	Buy	5,000 +1,000	+25%	+$9.33K	0.03%	164
2016 Q4	$37K	Buy	+4,000	New	+$36.3K	0.02%	169

Other funds holding ETJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Liberty Capital Management's ETJ Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026: 11,170 shares worth $92.4K. The stake represents 0.02% of the portfolio and ranks #183 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in ETJ as recently as Q4 2025.

Liberty Capital Management first reported a position in ETJ in Q4 2016 and has held it in 22 quarters since. The position peaked at $231K in Q1 2022. 64 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Liberty Capital Management held 11,170 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $92.4K as of Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Liberty Capital Management position in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.02% of Liberty Capital Management's portfolio in Q2 2026, its #183 holding.
Liberty Capital Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2016 and has held it in 22 quarters since.
Liberty Capital Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $231K in Q1 2022.
64 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.