Portfolio Strategies’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Portfolio Strategies’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	$256K	Sell	30,921 -1,035	-3%	-$8.66K	0.03%	67
2026 Q1	$261K	Sell	31,956 -10,110	-24%	-$87.5K	0.03%	63
2025 Q4	$371K	Sell	42,066 -409	-1%	-$3.61K	0.04%	46
2025 Q3	$382K	Buy	+42,475	New	+$381K	0.04%	49

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

Portfolio Strategies's ETJ Position: Q2 2026 in Review

Portfolio Strategies reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 3.2% in Q2 2026, selling an estimated $8.66K and leaving 30,921 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #67.

Portfolio Strategies first reported a position in ETJ in Q3 2025 and has held it in 4 quarters since. The position peaked at $382K in Q3 2025. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Portfolio Strategies held 30,921 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $256K as of Q2 2026.
Portfolio Strategies sold 1,035 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $8.66K.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.03% of Portfolio Strategies's portfolio in Q2 2026, its #67 holding.
Portfolio Strategies first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q3 2025 and has held it in 4 quarters since.
Portfolio Strategies's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $382K in Q3 2025.
122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Portfolio Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.