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

MAI 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	–	Sell	-6,216	Closed	-$50.8K	–	2887
2026 Q1	$50.8K	Buy	6,216 +2,877	+86%	+$24.9K	﹤0.01%	2210
2025 Q4	$29.5K	Buy	3,339 +72	+2%	+$635	﹤0.01%	2309
2025 Q3	$29.4K	Buy	3,267 +70	+2%	+$628	﹤0.01%	2222
2025 Q2	$28.9K	Sell	3,197 -930	-23%	-$8.02K	﹤0.01%	2168
2025 Q1	$34.9K	Buy	4,127 +68	+2%	+$611	﹤0.01%	1930
2024 Q4	$37.8K	Buy	+4,059	New	+$37.7K	﹤0.01%	1900

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

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

MAI Capital Management sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2026, closing a stake of 6,216 shares — an estimated $50.8K sold.

MAI Capital Management first reported a position in ETJ in Q4 2024 and held it in 6 quarters. The position peaked at $50.8K in Q1 2026. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

MAI Capital Management reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 6,216 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $50.8K.
MAI Capital Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and held it in 6 quarters.
MAI Capital Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $50.8K in Q1 2026.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.