P
ETJ

&Partners’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

&Partners’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 		$1.29M Buy
156,301
+7,015
+5% +$58.7K 0.01% 1267
2026
Q1 		$1.22M Buy
149,286
+76,810
+106% +$664K 0.01% 1186
2025
Q4 		$639K Buy
+72,476
New +$639K ﹤0.01% 1482

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cohen & Steers
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

&Partners's ETJ Position: Q2 2026 in Review

&Partners increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 4.7% in Q2 2026, buying an estimated $58.7K and bringing the position to 156,301 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #1267.

&Partners first reported a position in ETJ in Q4 2025 and has held it in 3 quarters since. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • &Partners held 156,301 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.29M as of Q2 2026.
  • &Partners bought 7,015 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $58.7K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #1267 holding.
  • &Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.