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
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 $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

Primoris Wealth Advisors's ETJ Position: Q1 2026 in Review

Primoris Wealth Advisors increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 0.02% in Q1 2026, buying an estimated $35 and bringing the position to 16,079 shares worth $131K. The position accounts for 0.09% of the portfolio, ranked #90.

Primoris Wealth Advisors first reported a position in ETJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $219K in Q4 2021. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Primoris Wealth Advisors held 16,079 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $131K as of Q1 2026.
  • Primoris Wealth Advisors bought 4 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $35.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.09% of Primoris Wealth Advisors's portfolio in Q1 2026, its #90 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 18 quarters since.
  • Primoris Wealth Advisors's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $219K in Q4 2021.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Primoris Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.