Oliver Lagore Vanvalin Investment Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$82.1K	Buy	+9,700	New	+$83.6K	0.03%	198
2024 Q4	$90.3K	Hold	9,700	–	–	0.02%	189
2024 Q3	$89.3K	Hold	9,700	–	–	0.02%	182
2024 Q2	$85.2K	Hold	9,700	–	–	0.02%	180
2024 Q1	$81K	Hold	9,700	–	–	0.02%	200
2023 Q4	$76K	Hold	9,700	–	–	0.03%	173
2023 Q3	$74.5K	Hold	9,700	–	–	0.03%	194
2023 Q2	$79.7K	Buy	9,700 +3,175	+49%	+$25.2K	0.03%	197
2023 Q1	$51.9K	Buy	6,525 +925	+17%	+$7.18K	0.02%	192
2022 Q4	$42K	Buy	5,600 +4,000	+250%	+$32.6K	0.02%	197
2022 Q3	$13K	Buy	+1,600	New	+$14.7K	0.01%	298

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's ETJ Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q2 2025: 9,700 shares worth $82.1K. The stake represents 0.03% of the portfolio and ranks #198 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ETJ as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ETJ in Q3 2022 and has held it in 11 quarters since. The position peaked at $90.3K in Q4 2024. 104 funds tracked by Wall St. Rank hold ETJ as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 9,700 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $82.1K as of Q2 2025.
Eaton Vance Risk-Managed Diversified Equity Income Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #198 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $90.3K in Q4 2024.
104 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.