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 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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 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 New York $57.6B AUM 8.03% 1-Year Est. Return

Mount Yale Investment Advisors's ETJ Position: Q1 2026 in Review

Mount Yale Investment Advisors held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q1 2026 at 25,000 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Mount Yale Investment Advisors first reported a position in ETJ in Q3 2025 and has held it in 3 quarters since. The position peaked at $225K in Q3 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

Mount Yale Investment Advisors held 25,000 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $204K as of Q1 2026.
Mount Yale Investment Advisors 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 ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1056 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 3 quarters since.
Mount Yale Investment Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $225K in Q3 2025.
116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.