Raymond James Financial
ETJ

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

Raymond James Financial’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 		$16.5M Buy
1,992,486
+56,296
+3% +$471K ﹤0.01% 1711
2026
Q1 		$15.8M Buy
1,936,190
+33,551
+2% +$290K ﹤0.01% 1635
2025
Q4 		$16.8M Buy
1,902,639
+92,362
+5% +$815K 0.01% 1568
2025
Q3 		$16.3M Buy
1,810,277
+101,577
+6% +$912K 0.01% 1548
2025
Q2 		$15.4M Buy
1,708,700
+107,014
+7% +$923K 0.01% 1552
2025
Q1 		$13.6M Buy
1,601,686
+124,825
+8% +$1.12M 0.01% 1577
2024
Q4 		$13.7M Buy
+1,476,861
New +$13.7M 0.01% 1597

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial's ETJ Position: Q2 2026 in Review

Raymond James Financial increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 2.9% in Q2 2026, buying an estimated $471K and bringing the position to 1,992,486 shares worth $16.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Raymond James Financial first reported a position in ETJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $16.8M in Q4 2025. 121 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Raymond James Financial held 1,992,486 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $16.5M as of Q2 2026.
  • Raymond James Financial bought 56,296 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $471K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1711 holding.
  • Raymond James Financial first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $16.8M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.