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
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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Rockefeller Capital Management's ETJ Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) stake by 50% in Q1 2026, selling an estimated $13K and leaving 1,530 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3901.

Rockefeller Capital Management first reported a position in ETJ in Q4 2020 and has held it in 17 quarters since. The position peaked at $550K in Q3 2022. 116 funds tracked by Wall St. Rank hold ETJ as of Q1 2026.

  • Rockefeller Capital Management held 1,530 shares of Eaton Vance Risk-Managed Diversified Equity Income Fund worth $12.5K as of Q1 2026.
  • Rockefeller Capital Management sold 1,500 Eaton Vance Risk-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $13K.
  • Eaton Vance Risk-Managed Diversified Equity Income Fund made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3901 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 17 quarters since.
  • Rockefeller Capital Management's Eaton Vance Risk-Managed Diversified Equity Income Fund position peaked at $550K in Q3 2022.
  • 116 funds tracked by Wall St. Rank held Eaton Vance Risk-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.