NWF Advisory Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

NWF Advisory Services’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	$133K	Hold	16,300	–	–	0.01%	408
2026 Q2	$135K	Hold	16,300	–	–	0.01%	424
2026 Q1	$133K	Hold	16,300	–	–	0.02%	380
2025 Q4	$144K	Hold	16,300	–	–	0.02%	378
2025 Q3	$147K	Buy	16,300 +1,000	+7%	+$8.98K	0.02%	392
2025 Q2	$138K	Hold	15,300	–	–	0.02%	390
2025 Q1	$129K	Buy	+15,300	New	+$137K	0.02%	342
2024 Q4	–	Sell	-15,300	Closed	-$141K	–	318
2024 Q3	$141K	Hold	15,300	–	–	0.02%	321
2024 Q2	$134K	Hold	15,300	–	–	0.02%	294
2024 Q1	$128K	Hold	15,300	–	–	0.02%	305
2023 Q4	$120K	Sell	15,300 -200	-1%	-$1.55K	0.02%	278
2023 Q3	$119K	Hold	15,500	–	–	0.03%	264
2023 Q2	$127K	Hold	15,500	–	–	0.03%	257
2023 Q1	$127K	Buy	+15,500	New	+$120K	0.03%	256

Other funds holding ETJ

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 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

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

NWF Advisory Services's ETJ Position: Q3 2026 in Review

NWF Advisory Services held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q3 2026 at 16,300 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #408.

NWF Advisory Services first reported a position in ETJ in Q1 2023 and has held it in 14 quarters since. The position peaked at $147K in Q3 2025. 23 funds tracked by Wall St. Rank hold ETJ as of Q3 2026.

NWF Advisory Services held 16,300 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $133K as of Q3 2026.
NWF Advisory Services left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q3 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of NWF Advisory Services's portfolio in Q3 2026, its #408 holding.
NWF Advisory Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $147K in Q3 2025.
23 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.