NWMP
ETJ

Noble Wealth Management PBC’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Noble Wealth Management PBC’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 		$20.7K Hold
2,500
– – 0.01% 397
2026
Q1 		$20.4K Hold
2,500
– – 0.01% 367
2025
Q4 		$22.1K Hold
2,500
– – 0.01% 368
2025
Q3 		$22.5K Buy
+2,500
New +$22.4K 0.01% 349
2025
Q1 		$21.1K Hold
2,500
– – 0.01% 295
2024
Q4 		$23.3K Buy
+2,500
New +$23.2K 0.02% 262

Other funds holding ETJ

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Noble Wealth Management PBC's ETJ Position: Q2 2026 in Review

Noble Wealth Management PBC held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 2,500 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #397.

Noble Wealth Management PBC first reported a position in ETJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.3K in Q4 2024. 19 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Noble Wealth Management PBC held 2,500 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $20.7K as of Q2 2026.
  • Noble Wealth Management PBC 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 Noble Wealth Management PBC's portfolio in Q2 2026, its #397 holding.
  • Noble Wealth Management PBC first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $23.3K in Q4 2024.
  • 19 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.