MGO One Seven’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

MGO One Seven’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 Q3	$156K	Sell	19,102 -6,244	-25%	-$52.4K	﹤0.01%	1491
2026 Q2	$210K	Buy	+25,346	New	+$212K	﹤0.01%	1461
2019 Q1	–	Sell	-2,665	Closed	-$21K	–	766
2018 Q4	$21K	Buy	+2,665	New	+$24.4K	0.01%	899
2018 Q1	$67K	Sell	7,470 -2,108	-22%	-$19.7K	0.03%	534
2017 Q4	$92K	Buy	+9,578	New	+$89K	0.04%	458

Other funds holding ETJ

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return

MGO One Seven's ETJ Position: Q3 2026 in Review

MGO One Seven reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 25% in Q3 2026, selling an estimated $52.4K and leaving 19,102 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

MGO One Seven first reported a position in ETJ in Q4 2017 and has held it in 5 quarters since. The position peaked at $210K in Q2 2026. 49 funds tracked by Wall St. Rank hold ETJ as of Q3 2026.

MGO One Seven held 19,102 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $156K as of Q3 2026.
MGO One Seven sold 6,244 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $52.4K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of MGO One Seven's portfolio in Q3 2026, its #1491 holding.
MGO One Seven first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2017 and has held it in 5 quarters since.
MGO One Seven's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $210K in Q2 2026.
49 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.