PWA
ETJ

Primoris Wealth Advisors’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Primoris Wealth Advisors’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 		$133K Buy
16,083
+4
+0% +$33 0.06% 118
2026
Q1 		$131K Buy
16,079
+4
+0% +$35 0.09% 90
2025
Q4 		$142K Buy
16,075
+4
+0% +$35 0.08% 105
2025
Q3 		$144K Buy
16,071
+4
+0% +$36 0.09% 102
2025
Q2 		$145K Buy
16,067
+3
+0% +$26 0.1% 97
2025
Q1 		$136K Sell
16,064
-5,389
-25% -$48.4K 0.11% 94
2024
Q4 		$200K Buy
21,453
+3
+0% +$28 0.15% 89
2024
Q3 		$198K Buy
21,450
+4
+0% +$36 0.14% 98
2024
Q2 		$188K Sell
21,446
-949
-4% -$8.04K 0.15% 93
2024
Q1 		$187K Buy
22,395
+221
+1% +$1.81K 0.15% 91
2023
Q4 		$174K Buy
22,174
+72
+0.3% +$558 0.16% 83
2023
Q3 		$170K Sell
22,102
-1,933
-8% -$15.6K 0.21% 69
2023
Q2 		$198K Buy
24,035
+1,568
+7% +$12.5K 0.22% 65
2023
Q1 		$179K Buy
22,467
+67
+0.3% +$520 0.22% 62
2022
Q4 		$168K Buy
22,400
+2,000
+10% +$16.3K 0.26% 56
2022
Q3 		$170K Buy
20,400
+500
+3% +$4.59K 0.3% 55
2022
Q2 		$166K Sell
19,900
-650
-3% -$5.91K 0.24% 70
2022
Q1 		$205K Hold
20,550
– – 0.19% 70
2021
Q4 		$219K Buy
+20,550
New +$227K 0.18% 76

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

Primoris Wealth Advisors's ETJ Position: Q2 2026 in Review

Primoris Wealth Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.02% in Q2 2026, buying an estimated $33 and bringing the position to 16,083 shares worth $133K. The position accounts for 0.06% of the portfolio, ranked #118.

Primoris Wealth Advisors first reported a position in ETJ in Q4 2021 and has held it in 19 quarters since. The position peaked at $219K in Q4 2021. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Primoris Wealth Advisors held 16,083 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $133K as of Q2 2026.
  • Primoris Wealth Advisors bought 4 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $33.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.06% of Primoris Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Primoris Wealth Advisors first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Primoris Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $219K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.