MWS
ETJ

Maxwell Wealth Strategies’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$2M Sell
215,199
-747
-0.3% -$6.94K 0.82% 37
2024
Q3 		$1.97M Sell
215,946
-94,602
-30% -$845K 0.84% 44
2024
Q2 		$2.73M Buy
310,548
+123
+0% +$1.04K 1.34% 23
2024
Q1 		$2.64M Buy
310,425
+21,854
+8% +$179K 1.34% 24
2023
Q4 		$2.26M Buy
+288,571
New +$2.24M 1.48% 27

Other funds holding ETJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Maxwell Wealth Strategies's ETJ Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.35% in Q4 2024, selling an estimated $6.94K and leaving 215,199 shares worth $2M. The position accounts for 0.82% of the portfolio, ranked #37.

Maxwell Wealth Strategies first reported a position in ETJ in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.73M in Q2 2024. 96 funds tracked by Wall St. Rank hold ETJ as of Q4 2024.

  • Maxwell Wealth Strategies held 215,199 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $2M as of Q4 2024.
  • Maxwell Wealth Strategies sold 747 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q4 2024, an estimated $6.94K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.82% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #37 holding.
  • Maxwell Wealth Strategies first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $2.73M in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.