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
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 $377B AUM 19.32% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial's ETJ Position: Q1 2026 in Review

Raymond James Financial increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 1.8% in Q1 2026, buying an estimated $290K and bringing the position to 1,936,190 shares worth $15.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Raymond James Financial first reported a position in ETJ in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.8M in Q4 2025. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Raymond James Financial held 1,936,190 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $15.8M as of Q1 2026.
  • Raymond James Financial bought 33,551 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $290K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1635 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 6 quarters since.
  • Raymond James Financial's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $16.8M in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.