Mount Yale Investment Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Mount Yale Investment Advisors’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	$207K	Hold	25,000	–	–	﹤0.01%	1139
2026 Q1	$204K	Hold	25,000	–	–	﹤0.01%	1056
2025 Q4	$221K	Hold	25,000	–	–	0.01%	670
2025 Q3	$225K	Buy	+25,000	New	+$224K	0.02%	605

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

Mount Yale Investment Advisors's ETJ Position: Q2 2026 in Review

Mount Yale Investment Advisors held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 25,000 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Mount Yale Investment Advisors first reported a position in ETJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 121 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Mount Yale Investment Advisors held 25,000 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $207K as of Q2 2026.
Mount Yale Investment Advisors 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 Mount Yale Investment Advisors's portfolio in Q2 2026, its #1139 holding.
Mount Yale Investment Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $225K in Q3 2025.
121 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.