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ETJ

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

NewEdge 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 		$476K Sell
58,312
-2,800
-5% -$24.2K ﹤0.01% 2031
2025
Q4 		$539K Buy
61,112
+18,373
+43% +$162K ﹤0.01% 1916
2025
Q3 		$384K Buy
42,739
+2,700
+7% +$24.2K ﹤0.01% 2003
2025
Q2 		$362K Sell
40,039
-500
-1% -$4.31K ﹤0.01% 1900
2025
Q1 		$343K Sell
40,539
-606
-1% -$5.45K ﹤0.01% 1803
2024
Q4 		$383K Sell
41,145
-1,200
-3% -$11.2K ﹤0.01% 1724
2024
Q3 		$390K Sell
42,345
-5,427
-11% -$48.5K ﹤0.01% 1627
2024
Q2 		$419K Sell
47,772
-7,345
-13% -$62.2K ﹤0.01% 1519
2024
Q1 		$460K Buy
55,117
+2,295
+4% +$18.8K ﹤0.01% 1392
2023
Q4 		$417K Buy
52,822
+6,850
+15% +$53.1K ﹤0.01% 1376
2023
Q3 		$353K Sell
45,972
-4,800
-9% -$38.7K ﹤0.01% 1345
2023
Q2 		$417K Buy
50,772
+1,600
+3% +$12.7K ﹤0.01% 1281
2023
Q1 		$383K Buy
49,172
+5,000
+11% +$38.8K ﹤0.01% 1235
2022
Q4 		$326K Buy
44,172
+400
+0.9% +$3.27K 0.01% 964
2022
Q3 		$362K Buy
43,772
+1,600
+4% +$14.7K 0.01% 1107
2022
Q2 		$353K Buy
42,172
+2,800
+7% +$25.5K 0.01% 1150
2022
Q1 		$389K Buy
39,372
+18,860
+92% +$190K 0.01% 907
2021
Q4 		$219K Buy
+20,512
New +$227K ﹤0.01% 1484

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

NewEdge Advisors's ETJ Position: Q1 2026 in Review

NewEdge Advisors reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 4.6% in Q1 2026, selling an estimated $24.2K and leaving 58,312 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

NewEdge Advisors first reported a position in ETJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $539K in Q4 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • NewEdge Advisors held 58,312 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $476K as of Q1 2026.
  • NewEdge Advisors sold 2,800 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $24.2K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2031 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $539K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.