PAG
ETJ

Private Advisor Group’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Private Advisor Group’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 		$1.25M Buy
150,552
+15,595
+12% +$130K 0.01% 1252
2026
Q1 		$1.1M Buy
134,957
+6,395
+5% +$55.3K 0.01% 1355
2025
Q4 		$1.13M Buy
128,562
+7,228
+6% +$63.8K 0.01% 1344
2025
Q3 		$1.09M Buy
121,334
+14,913
+14% +$134K 0.01% 1322
2025
Q2 		$962K Sell
106,421
-1,649
-2% -$14.2K 0.01% 1327
2025
Q1 		$914K Buy
108,070
+3,829
+4% +$34.4K 0.01% 1292
2024
Q4 		$970K Sell
104,241
-915
-0.9% -$8.5K 0.01% 1237
2024
Q3 		$968K Sell
105,156
-6,014
-5% -$53.7K 0.01% 1253
2024
Q2 		$976K Buy
111,170
+6,095
+6% +$51.7K 0.01% 1218
2024
Q1 		$877K Sell
105,075
-1,165
-1% -$9.52K 0.01% 1209
2023
Q4 		$833K Buy
106,240
+2,821
+3% +$21.9K 0.01% 1208
2023
Q3 		$794K Buy
103,419
+2,085
+2% +$16.8K 0.01% 1156
2023
Q2 		$833K Buy
101,334
+359
+0.4% +$2.85K 0.01% 1136
2023
Q1 		$803K Sell
100,975
-5,343
-5% -$41.5K 0.01% 1103
2022
Q4 		$797 Sell
106,318
-60,327
-36% -$492K ﹤0.01% 1290
2022
Q3 		$1.38M Buy
166,645
+6,137
+4% +$56.4K 0.02% 770
2022
Q2 		$1.34M Buy
160,508
+1,274
+0.8% +$11.6K 0.01% 933
2022
Q1 		$1.57M Buy
159,234
+20,161
+14% +$203K 0.01% 901
2021
Q4 		$1.49M Sell
139,073
-40,883
-23% -$452K 0.01% 937
2021
Q3 		$1.92M Buy
179,956
+61,097
+51% +$687K 0.01% 900
2021
Q2 		$1.37M Buy
118,859
+14,720
+14% +$163K 0.01% 904
2021
Q1 		$1.12M Sell
104,139
-24,052
-19% -$255K 0.01% 946
2020
Q4 		$1.33M Sell
128,191
-8,620
-6% -$86.4K 0.01% 793
2020
Q3 		$1.31M Buy
136,811
+11,432
+9% +$114K 0.02% 689
2020
Q2 		$1.2M Buy
125,379
+6,911
+6% +$63.5K 0.02% 696
2020
Q1 		$986K Buy
118,468
+10,865
+10% +$98K 0.02% 656
2019
Q4 		$1M Buy
107,603
+23,129
+27% +$215K 0.02% 754
2019
Q3 		$788K Sell
84,474
-11,160
-12% -$105K 0.01% 886
2019
Q2 		$898K Buy
95,634
+78,109
+446% +$732K 0.02% 783
2019
Q1 		$161K Buy
+17,525
New +$154K ﹤0.01% 1448
2015
Q4 		– Sell
-16,286
Closed -$156K – 1115
2015
Q3 		$156K Buy
16,286
+2,726
+20% +$28.5K 0.01% 927
2015
Q2 		$147K Sell
13,560
-5,236
-28% -$57K 0.01% 983
2015
Q1 		$203K Sell
18,796
-1,900
-9% -$20.5K 0.01% 887
2014
Q4 		$221K Buy
20,696
+3,936
+23% +$44.9K 0.01% 834
2014
Q3 		$196K Buy
16,760
+1,500
+10% +$17.4K 0.01% 851
2014
Q2 		$176K Hold
15,260
– – 0.02% 815
2014
Q1 		$172K Hold
15,260
– – 0.02% 724
2013
Q4 		$172K Buy
+15,260
New +$170K 0.02% 674

Other funds holding ETJ

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $212M AUM 33.06% 1-Year Est. Return

Private Advisor Group's ETJ Position: Q2 2026 in Review

Private Advisor Group increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 12% in Q2 2026, buying an estimated $130K and bringing the position to 150,552 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1252.

Private Advisor Group first reported a position in ETJ in Q4 2013 and has held it in 38 quarters since. The position peaked at $1.92M in Q3 2021. 44 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Private Advisor Group held 150,552 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $1.25M as of Q2 2026.
  • Private Advisor Group bought 15,595 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $130K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #1252 holding.
  • Private Advisor Group first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2013 and has held it in 38 quarters since.
  • Private Advisor Group's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $1.92M in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.