PMG Family Office’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

PMG Family Office’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	$898K	Buy	108,555 +7,297	+7%	+$61.1K	0.83%	47
2026 Q1	$827K	Buy	101,258 +6,100	+6%	+$52.8K	0.92%	43
2025 Q4	$839K	Sell	95,158 -3,602	-4%	-$31.8K	0.97%	40
2025 Q3	$888K	Buy	+98,760	New	+$886K	0.99%	38

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

PMG Family Office's ETJ Position: Q2 2026 in Review

PMG Family Office increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 7.2% in Q2 2026, buying an estimated $61.1K and bringing the position to 108,555 shares worth $898K. The position accounts for 0.83% of the portfolio, ranked #47.

PMG Family Office first reported a position in ETJ in Q3 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

PMG Family Office held 108,555 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $898K as of Q2 2026.
PMG Family Office bought 7,297 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $61.1K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.83% of PMG Family Office's portfolio in Q2 2026, its #47 holding.
PMG Family Office first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.