Rockefeller Capital Management
ETJ

Rockefeller Capital Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Rockefeller Capital 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 		$17.9K Buy
2,159
+629
+41% +$5.26K ﹤0.01% 3769
2026
Q1 		$12.5K Sell
1,530
-1,500
-50% -$13K ﹤0.01% 3901
2025
Q4 		$26.7K Sell
3,030
-6,808
-69% -$60.1K ﹤0.01% 3371
2025
Q3 		$88.4K Buy
+9,838
New +$88.3K ﹤0.01% 2631
2024
Q2 		– Sell
-41,381
Closed -$346K – 1657
2024
Q1 		$346K Buy
41,381
+1
+0% +$8 ﹤0.01% 1556
2023
Q4 		$324K Sell
41,380
-9,000
-18% -$69.8K ﹤0.01% 1447
2023
Q3 		$387K Sell
50,380
-657
-1% -$5.3K ﹤0.01% 1363
2023
Q2 		$420K Sell
51,037
-1,350
-3% -$10.7K ﹤0.01% 1400
2023
Q1 		$416K Buy
52,387
+700
+1% +$5.44K ﹤0.01% 1424
2022
Q4 		$387K Sell
51,687
-14,850
-22% -$121K ﹤0.01% 1372
2022
Q3 		$550K Buy
66,537
+16,500
+33% +$152K ﹤0.01% 1230
2022
Q2 		$419K Buy
50,037
+45,159
+926% +$411K ﹤0.01% 1335
2022
Q1 		$48K Buy
4,878
+1,600
+49% +$16.1K ﹤0.01% 2317
2021
Q4 		$35K Buy
3,278
+1,748
+114% +$19.3K ﹤0.01% 2365
2021
Q3 		$16K Hold
1,530
– – ﹤0.01% 2680
2021
Q2 		$17K Hold
1,530
– – ﹤0.01% 2551
2021
Q1 		$16K Hold
1,530
– – ﹤0.01% 2381
2020
Q4 		$15K Buy
+1,530
New +$15.3K ﹤0.01% 2109

Other funds holding ETJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Rockefeller Capital Management's ETJ Position: Q2 2026 in Review

Rockefeller Capital Management increased its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 41% in Q2 2026, buying an estimated $5.26K and bringing the position to 2,159 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3769.

Rockefeller Capital Management first reported a position in ETJ in Q4 2020 and has held it in 18 quarters since. The position peaked at $550K in Q3 2022. 122 funds tracked by Wall St. Rank hold ETJ as of Q2 2026.

  • Rockefeller Capital Management held 2,159 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $17.9K as of Q2 2026.
  • Rockefeller Capital Management bought 629 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $5.26K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3769 holding.
  • Rockefeller Capital Management first reported a position in Eaton Vance Risk-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $550K in Q3 2022.
  • 122 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.