MFGM
ETJ

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
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
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

Marshall Financial Group (Maryland)'s ETJ Position: Q1 2026 in Review

Marshall Financial Group (Maryland) held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2026 at 12,025 shares worth $98.2K. The position accounts for 0.02% of the portfolio, ranked #290.

Marshall Financial Group (Maryland) first reported a position in ETJ in Q4 2020 and has held it in 22 quarters since. The position peaked at $239K in Q2 2021. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Marshall Financial Group (Maryland) held 12,025 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $98.2K as of Q1 2026.
  • Marshall Financial Group (Maryland) left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.02% of Marshall Financial Group (Maryland)'s portfolio in Q1 2026, its #290 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 22 quarters since.
  • Marshall Financial Group (Maryland)'s Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $239K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2026, filed 13 Apr 2026.