Marshall Financial Group (Maryland)’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Marshall Financial Group (Maryland)’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	$99.4K	Hold	12,025	–	–	0.01%	310
2026 Q1	$98.2K	Hold	12,025	–	–	0.02%	290
2025 Q4	$106K	Hold	12,025	–	–	0.02%	286
2025 Q3	$108K	Sell	12,025 -377	-3%	-$3.38K	0.02%	255
2025 Q2	$111K	Hold	12,402	–	–	0.02%	248
2025 Q1	$105K	Hold	12,402	–	–	0.02%	230
2024 Q4	$115K	Hold	12,402	–	–	0.03%	216
2024 Q3	$114K	Hold	12,402	–	–	0.03%	216
2024 Q2	$109K	Sell	12,402 -2,508	-17%	-$21.3K	0.03%	167
2024 Q1	$124K	Sell	14,910 -5,558	-27%	-$45.4K	0.04%	170
2023 Q4	$160K	Hold	20,468	–	–	0.05%	173
2023 Q3	$157K	Hold	20,468	–	–	0.06%	161
2023 Q2	$168K	Hold	20,468	–	–	0.06%	171
2023 Q1	$163K	Hold	20,468	–	–	0.06%	172
2022 Q4	$154K	Hold	20,468	–	–	0.06%	165
2022 Q3	$169K	Hold	20,468	–	–	0.07%	172
2022 Q2	$172K	Hold	20,468	–	–	0.07%	176
2022 Q1	$202K	Hold	20,468	–	–	0.08%	201
2021 Q4	$219K	Hold	20,468	–	–	0.08%	202
2021 Q3	$219K	Sell	20,468 -305	-1%	-$3.43K	0.11%	164
2021 Q2	$239K	Hold	20,773	–	–	0.13%	157
2021 Q1	$224K	Hold	20,773	–	–	0.13%	127
2020 Q4	$215K	Buy	+20,773	New	+$208K	0.14%	117

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

Marshall Financial Group (Maryland)'s ETJ Position: Q2 2026 in Review

Marshall Financial Group (Maryland) held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 12,025 shares worth $99.4K. The position accounts for 0.01% of the portfolio, ranked #310.

Marshall Financial Group (Maryland) first reported a position in ETJ in Q4 2020 and has held it in 23 quarters since. The position peaked at $239K in Q2 2021. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Marshall Financial Group (Maryland) held 12,025 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $99.4K as of Q2 2026.
Marshall Financial Group (Maryland) left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #310 holding.
Marshall Financial Group (Maryland) first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 23 quarters since.
Marshall Financial Group (Maryland)'s Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $239K in Q2 2021.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.