Pathway Financial Advisers’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Pathway Financial Advisers’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 Q1	–	Sell	-1,462	Closed	-$13.6K	–	226
2024 Q4	$13.6K	Sell	1,462 -11,718	-89%	-$109K	﹤0.01%	332
2024 Q3	$1.43K	Buy	13,180 +11,780	+841%	+$105K	﹤0.01%	367
2024 Q2	$12.3K	Buy	+1,400	New	+$11.9K	﹤0.01%	328

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

Pathway Financial Advisers's ETJ Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) in Q1 2025, closing a stake of 1,462 shares — an estimated $13.6K sold.

Pathway Financial Advisers first reported a position in ETJ in Q2 2024 and held it in 3 quarters. The position peaked at $13.6K in Q4 2024. 92 funds tracked by Wall St. Rank hold ETJ as of Q1 2025.

Pathway Financial Advisers reported no remaining Eaton Vance Risk-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Pathway Financial Advisers sold 1,462 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $13.6K.
Pathway Financial Advisers first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2024 and held it in 3 quarters.
Pathway Financial Advisers's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $13.6K in Q4 2024.
92 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.