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 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

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

NWF Advisory Services's ETJ Position: Q2 2026 in Review

NWF Advisory Services held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 16,300 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #424.

NWF Advisory Services first reported a position in ETJ in Q1 2023 and has held it in 13 quarters since. The position peaked at $147K in Q3 2025. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

NWF Advisory Services held 16,300 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $135K as of Q2 2026.
NWF Advisory Services 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 NWF Advisory Services's portfolio in Q2 2026, its #424 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 13 quarters since.
NWF Advisory Services's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $147K in Q3 2025.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.