PFS
ETJ

Prospera Financial Services’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Prospera Financial Services’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 		$188K Hold
22,683
– – ﹤0.01% 1407
2026
Q1 		$185K Buy
22,683
+6,962
+44% +$60.2K ﹤0.01% 1357
2025
Q4 		$139K Buy
+15,721
New +$139K ﹤0.01% 1321
2022
Q2 		– Sell
-1,000
Closed -$10K – 1902
2022
Q1 		$10K Buy
+1,000
New +$10.1K ﹤0.01% 2028

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
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
DI
Decision Investments San Diego, California $110M AUM
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $214M AUM 38.71% 1-Year Est. Return

Prospera Financial Services's ETJ Position: Q2 2026 in Review

Prospera Financial Services held its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) position steady in Q2 2026 at 22,683 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Prospera Financial Services first reported a position in ETJ in Q1 2022 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Prospera Financial Services held 22,683 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $188K as of Q2 2026.
  • Prospera Financial Services 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 Prospera Financial Services's portfolio in Q2 2026, its #1407 holding.
  • Prospera Financial Services first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q1 2022 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.