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
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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

&Partners's ETJ Position: Q1 2026 in Review

&Partners increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 106% in Q1 2026, buying an estimated $664K and bringing the position to 149,286 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1186.

&Partners first reported a position in ETJ in Q4 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • &Partners held 149,286 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.22M as of Q1 2026.
  • &Partners bought 76,810 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $664K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of &Partners's portfolio in Q1 2026, its #1186 holding.
  • &Partners first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.