Princeton Global Asset Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Princeton Global Asset Management’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	$47.6K	Hold	5,752	–	–	0.01%	370
2026 Q1	$47K	Hold	5,752	–	–	0.01%	360
2025 Q4	$50.7K	Hold	5,752	–	–	0.01%	348
2025 Q3	$51.7K	Hold	5,752	–	–	0.01%	318
2025 Q2	$52K	Hold	5,752	–	–	0.01%	307
2025 Q1	$48.7K	Hold	5,752	–	–	0.01%	306
2024 Q4	$53.6K	Hold	5,752	–	–	0.01%	307
2024 Q3	$53K	Hold	5,752	–	–	0.01%	313
2024 Q2	$50.5K	Hold	5,752	–	–	0.01%	289
2024 Q1	$48K	Hold	5,752	–	–	0.01%	267
2023 Q4	$45.1K	Hold	5,752	–	–	0.01%	272
2023 Q3	$44.2K	Hold	5,752	–	–	0.01%	263
2023 Q2	$47.3K	Hold	5,752	–	–	0.01%	263
2023 Q1	$45.7K	Buy	5,752 +127	+2%	+$986	0.01%	271
2022 Q4	$42K	Buy	5,625 +139	+3%	+$1.13K	0.01%	251
2022 Q3	$45K	Buy	5,486 +45	+0.8%	+$414	0.02%	246
2022 Q2	$46K	Hold	5,441	–	–	0.01%	258
2022 Q1	$54K	Hold	5,441	–	–	0.02%	259
2021 Q4	$58K	Hold	5,441	–	–	0.02%	245
2021 Q3	$58K	Hold	5,441	–	–	0.02%	244
2021 Q2	$63K	Hold	5,441	–	–	0.02%	239
2021 Q1	$59K	Hold	5,441	–	–	0.02%	232
2020 Q4	$56K	Hold	5,441	–	–	0.02%	238
2020 Q3	$52K	Hold	5,441	–	–	0.02%	213
2020 Q2	$52K	Hold	5,441	–	–	0.02%	255
2020 Q1	$45K	Hold	5,441	–	–	0.02%	235
2019 Q4	$51	Hold	5,441	–	–	0.02%	234
2019 Q3	$51K	Hold	5,441	–	–	0.03%	207
2019 Q2	$51K	Buy	+5,441	New	+$51K	0.03%	215

Other funds holding ETJ

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DJYG

David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Princeton Global Asset Management's ETJ Position: Q2 2026 in Review

Princeton Global Asset Management held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 5,752 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #370.

Princeton Global Asset Management first reported a position in ETJ in Q2 2019 and has held it in 29 quarters since. The position peaked at $63K in Q2 2021. 19 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

Princeton Global Asset Management held 5,752 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $47.6K as of Q2 2026.
Princeton Global Asset Management left its Eaton Vance Risk-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #370 holding.
Princeton Global Asset Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q2 2019 and has held it in 29 quarters since.
Princeton Global Asset Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $63K in Q2 2021.
19 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.